Creative Planning’s Jive Software, Inc. JIVE Stock Holding History

Creative Planning’s Portfolio JIVE Stock Details JIVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-1,500	Closed	-$6K	–	4660
2016 Q1	$6K	Hold	1,500	–	–	﹤0.01%	3538
2015 Q4	$6K	Sell	1,500 -900	-38%	-$4.25K	﹤0.01%	3629
2015 Q3	$11K	Buy	+2,400	New	+$11.1K	﹤0.01%	3175
2015 Q2	–	Sell	-1,500	Closed	-$8K	–	3746
2015 Q1	$8K	Hold	1,500	–	–	﹤0.01%	3359
2014 Q4	$9K	Buy	+1,500	New	+$8.97K	﹤0.01%	3205

Other funds holding JIVE

SIM

SCGF III Management Menlo Park, California $673M AUM

FPM

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OFM

Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Elberon LLC Austin, Texas $56M AUM 14.07% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

PCR

Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return

Creative Planning's JIVE Position: Q2 2016 in Review

Creative Planning sold out of Jive Software, Inc. (JIVE) in Q2 2016, closing a stake of 1,500 shares — an estimated $6K sold.

Creative Planning first reported a position in JIVE in Q4 2014 and held it in 5 quarters. The position peaked at $11K in Q3 2015. 88 funds tracked by Wall St. Rank hold JIVE as of Q2 2016.

Creative Planning reported no remaining Jive Software, Inc. position as of Q2 2016 after selling out during the quarter.
Creative Planning sold 1,500 Jive Software, Inc. shares in Q2 2016, an estimated $6K.
Creative Planning first reported a position in Jive Software, Inc. in Q4 2014 and held it in 5 quarters.
Creative Planning's Jive Software, Inc. position peaked at $11K in Q3 2015.
88 funds tracked by Wall St. Rank held Jive Software, Inc. as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.