Creative Planning’s NIC Inc EGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-14,330
| Closed | -$486K | – | 2758 |
|
|
2021
Q1 | $486K | Sell |
14,330
-2,500
| -15% | -$78.9K | ﹤0.01% | 1465 |
|
|
2020
Q4 | $435K | Buy |
16,830
+3,584
| +27% | +$83.3K | ﹤0.01% | 1397 |
|
|
2020
Q3 | $261K | Hold |
13,246
| – | – | ﹤0.01% | 1513 |
|
|
2020
Q2 | $304K | Sell |
13,246
-4,000
| -23% | -$94.6K | ﹤0.01% | 1294 |
|
|
2020
Q1 | $397K | Buy |
17,246
+1,426
| +9% | +$29.1K | ﹤0.01% | 1060 |
|
|
2019
Q4 | $354K | Buy |
15,820
+513
| +3% | +$11.2K | ﹤0.01% | 1304 |
|
|
2019
Q3 | $316K | Buy |
15,307
+325
| +2% | +$6.36K | ﹤0.01% | 1329 |
|
|
2019
Q2 | $240K | Buy |
14,982
+1,831
| +14% | +$30.3K | ﹤0.01% | 1503 |
|
|
2019
Q1 | $225K | Buy |
13,151
+907
| +7% | +$14.4K | ﹤0.01% | 1506 |
|
|
2018
Q4 | $153K | Sell |
12,244
-3,572
| -23% | -$47.7K | ﹤0.01% | 1561 |
|
|
2018
Q3 | $234K | Buy |
15,816
+5,372
| +51% | +$87K | ﹤0.01% | 1571 |
|
|
2018
Q2 | $162K | Sell |
10,444
-576
| -5% | -$8.76K | ﹤0.01% | 1688 |
|
|
2018
Q1 | $147K | Sell |
11,020
-851
| -7% | -$12.6K | ﹤0.01% | 1681 |
|
|
2017
Q4 | $197K | Sell |
11,871
-448
| -4% | -$7.56K | ﹤0.01% | 1616 |
|
|
2017
Q3 | $211K | Sell |
12,319
-322
| -3% | -$5.45K | ﹤0.01% | 1577 |
|
|
2017
Q2 | $240K | Buy |
12,641
+1,077
| +9% | +$22K | ﹤0.01% | 1416 |
|
|
2017
Q1 | $234K | Buy |
11,564
+127
| +1% | +$2.85K | ﹤0.01% | 1398 |
|
|
2016
Q4 | $273K | Sell |
11,437
-722
| -6% | -$17.3K | ﹤0.01% | 1237 |
|
|
2016
Q3 | $286K | Hold |
12,159
| – | – | ﹤0.01% | 1206 |
|
|
2016
Q2 | $267K | Buy |
12,159
+1,113
| +10% | +$21.4K | ﹤0.01% | 1109 |
|
|
2016
Q1 | $199K | Buy |
11,046
+15
| +0.1% | +$271 | ﹤0.01% | 1221 |
|
|
2015
Q4 | $217K | Sell |
11,031
-132
| -1% | -$2.59K | ﹤0.01% | 1153 |
|
|
2015
Q3 | $198K | Hold |
11,163
| – | – | ﹤0.01% | 1201 |
|
|
2015
Q2 | $204K | Hold |
11,163
| – | – | ﹤0.01% | 867 |
|
|
2015
Q1 | $197K | Sell |
11,163
-2,000
| -15% | -$34K | ﹤0.01% | 1196 |
|
|
2014
Q4 | $237K | Buy |
13,163
+15
| +0.1% | +$267 | ﹤0.01% | 1037 |
|
|
2014
Q3 | $226K | Buy |
13,148
+6,000
| +84% | +$106K | ﹤0.01% | 992 |
|
|
2014
Q2 | $113K | Hold |
7,148
| – | – | ﹤0.01% | 1366 |
|
|
2014
Q1 | $138K | Hold |
7,148
| – | – | ﹤0.01% | 1195 |
|
|
2013
Q4 | $178K | Sell |
7,148
-174
| -2% | -$4.1K | ﹤0.01% | 922 |
|
|
2013
Q3 | $169K | Buy |
7,322
+174
| +2% | +$3.62K | ﹤0.01% | 835 |
|
|
2013
Q2 | $118K | Buy |
+7,148
| New | +$122K | ﹤0.01% | 899 |
|
Creative Planning's EGOV Position: Q2 2021 in Review
Creative Planning sold out of NIC Inc (EGOV) in Q2 2021, closing a stake of 14,330 shares — an estimated $486K sold.
Creative Planning first reported a position in EGOV in Q2 2013 and held it in 32 quarters. The position peaked at $486K in Q1 2021. 0 funds tracked by Wall St. Rank hold EGOV as of Q2 2021.
- Creative Planning reported no remaining NIC Inc position as of Q2 2021 after selling out during the quarter.
- Creative Planning sold 14,330 NIC Inc shares in Q2 2021, an estimated $486K.
- Creative Planning first reported a position in NIC Inc in Q2 2013 and held it in 32 quarters.
- Creative Planning's NIC Inc position peaked at $486K in Q1 2021.
- 0 funds tracked by Wall St. Rank held NIC Inc as of Q2 2021.
Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.