Creative Planning
ECTY

Creative Planning’s ECOTALITY INC COMMON STOCK (NV) ECTY Stock Holding History

Creative Planning’s Portfolio ECTY Stock Details ECTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-500
Closed -$1K – 3518
2013
Q2 		$1K Buy
+500
New +$806 ﹤0.01% 3040

Other funds holding ECTY

WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AWMDMG
Austin W. Marxe & David M. Greenhouse New York $733M AUM 21.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
TAM
Taurus Asset Management New York $986M AUM 5.04% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning's ECTY Position: Q3 2013 in Review

Creative Planning sold out of ECOTALITY INC COMMON STOCK (NV) (ECTY) in Q3 2013, closing a stake of 500 shares — an estimated $1K sold.

Creative Planning first reported a position in ECTY in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 20 funds tracked by Wall St. Rank hold ECTY as of Q3 2013.

  • Creative Planning reported no remaining ECOTALITY INC COMMON STOCK (NV) position as of Q3 2013 after selling out during the quarter.
  • Creative Planning sold 500 ECOTALITY INC COMMON STOCK (NV) shares in Q3 2013, an estimated $1K.
  • Creative Planning first reported a position in ECOTALITY INC COMMON STOCK (NV) in Q2 2013 and held it in 1 quarter.
  • Creative Planning's ECOTALITY INC COMMON STOCK (NV) position peaked at $1K in Q2 2013.
  • 20 funds tracked by Wall St. Rank held ECOTALITY INC COMMON STOCK (NV) as of Q3 2013.

Based on Creative Planning's 13F filing for Q3 2013, filed 10 Oct 2013.