Creative Planning’s FEI COMPANY FEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-375
Closed -$40K 4885
2016
Q2
$40K Buy
375
+45
+14% +$4.3K ﹤0.01% 2310
2016
Q1
$29K Sell
330
-136
-29% -$10.5K ﹤0.01% 2502
2015
Q4
$37K Buy
466
+136
+41% +$10.5K ﹤0.01% 2378
2015
Q3
$24K Buy
+330
New +$26K ﹤0.01% 2609
2015
Q2
Sell
-330
Closed -$25K 3824
2015
Q1
$25K Hold
330
﹤0.01% 2569
2014
Q4
$30K Hold
330
﹤0.01% 2365
2014
Q3
$25K Buy
330
+296
+871% +$24.9K ﹤0.01% 2399
2014
Q2
$3K Buy
+34
New +$2.99K ﹤0.01% 3455

Creative Planning's FEIC Position: Q3 2016 in Review

Creative Planning sold out of FEI COMPANY (FEIC) in Q3 2016, closing a stake of 375 shares — an estimated $40K sold.

Creative Planning first reported a position in FEIC in Q2 2014 and held it in 8 quarters. The position peaked at $40K in Q2 2016. 0 funds tracked by Wall St. Rank hold FEIC as of Q3 2016.

  • Creative Planning reported no remaining FEI COMPANY position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 375 FEI COMPANY shares in Q3 2016, an estimated $40K.
  • Creative Planning first reported a position in FEI COMPANY in Q2 2014 and held it in 8 quarters.
  • Creative Planning's FEI COMPANY position peaked at $40K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held FEI COMPANY as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.