Creative Planning’s FUSION-IO INC COM FIO Stock Holding History

Creative Planning’s Portfolio FIO Stock Details FIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-12,723	Closed	-$144K	–	4350
2014 Q2	$144K	Buy	12,723 +923	+8%	+$8.57K	﹤0.01%	1212
2014 Q1	$124K	Sell	11,800 -9,000	-43%	-$95.2K	﹤0.01%	1265
2013 Q4	$185K	Buy	20,800 +250	+1%	+$2.7K	﹤0.01%	903
2013 Q3	$275K	Buy	20,550 +1,800	+10%	+$23.7K	0.01%	642
2013 Q2	$267K	Buy	+18,750	New	+$282K	0.01%	592

Creative Planning's FIO Position: Q3 2014 in Review

Creative Planning sold out of FUSION-IO INC COM (FIO) in Q3 2014, closing a stake of 12,723 shares — an estimated $144K sold.

Creative Planning first reported a position in FIO in Q2 2013 and held it in 5 quarters. The position peaked at $275K in Q3 2013. 0 funds tracked by Wall St. Rank hold FIO as of Q3 2014.

Creative Planning reported no remaining FUSION-IO INC COM position as of Q3 2014 after selling out during the quarter.
Creative Planning sold 12,723 FUSION-IO INC COM shares in Q3 2014, an estimated $144K.
Creative Planning first reported a position in FUSION-IO INC COM in Q2 2013 and held it in 5 quarters.
Creative Planning's FUSION-IO INC COM position peaked at $275K in Q3 2013.
0 funds tracked by Wall St. Rank held FUSION-IO INC COM as of Q3 2014.

Based on Creative Planning's 13F filing for Q3 2014, filed 10 Oct 2014.