Creative Planning’s KRISPY KREME DOUGHNUTS INC KKD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-1,592
| Closed | -$33K | – | 4989 |
|
|
2016
Q2 | $33K | Buy |
1,592
+70
| +5% | +$1.35K | ﹤0.01% | 2435 |
|
|
2016
Q1 | $24K | Buy |
1,522
+100
| +7% | +$1.45K | ﹤0.01% | 2640 |
|
|
2015
Q4 | $21K | Buy |
1,422
+131
| +10% | +$1.86K | ﹤0.01% | 2835 |
|
|
2015
Q3 | $19K | Buy |
+1,291
| New | +$22.6K | ﹤0.01% | 2786 |
|
|
2015
Q2 | – | Sell |
-1,384
| Closed | -$28K | – | 4259 |
|
|
2015
Q1 | $28K | Sell |
1,384
-200
| -13% | -$4.07K | ﹤0.01% | 2466 |
|
|
2014
Q4 | $31K | Sell |
1,584
-100
| -6% | -$1.89K | ﹤0.01% | 2335 |
|
|
2014
Q3 | $29K | Hold |
1,684
| – | – | ﹤0.01% | 2289 |
|
|
2014
Q2 | $27K | Buy |
1,684
+166
| +11% | +$2.88K | ﹤0.01% | 2322 |
|
|
2014
Q1 | $27K | Buy |
1,518
+10
| +0.7% | +$185 | ﹤0.01% | 2215 |
|
|
2013
Q4 | $29K | Buy |
1,508
+100
| +7% | +$2.26K | ﹤0.01% | 1986 |
|
|
2013
Q3 | $27K | Buy |
1,408
+400
| +40% | +$8.13K | ﹤0.01% | 1929 |
|
|
2013
Q2 | $18K | Buy |
+1,008
| New | +$15K | ﹤0.01% | 2011 |
|
Creative Planning's KKD Position: Q3 2016 in Review
Creative Planning sold out of KRISPY KREME DOUGHNUTS INC (KKD) in Q3 2016, closing a stake of 1,592 shares — an estimated $33K sold.
Creative Planning first reported a position in KKD in Q2 2013 and held it in 12 quarters. The position peaked at $33K in Q2 2016. 0 funds tracked by Wall St. Rank hold KKD as of Q3 2016.
- Creative Planning reported no remaining KRISPY KREME DOUGHNUTS INC position as of Q3 2016 after selling out during the quarter.
- Creative Planning sold 1,592 KRISPY KREME DOUGHNUTS INC shares in Q3 2016, an estimated $33K.
- Creative Planning first reported a position in KRISPY KREME DOUGHNUTS INC in Q2 2013 and held it in 12 quarters.
- Creative Planning's KRISPY KREME DOUGHNUTS INC position peaked at $33K in Q2 2016.
- 0 funds tracked by Wall St. Rank held KRISPY KREME DOUGHNUTS INC as of Q3 2016.
Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.