Creative Planning’s Marrone Bio Innovations, Inc. MBII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-16,855
| Closed | -$20K | – | 2487 |
|
|
2022
Q2 | $20K | Buy |
+16,855
| New | +$17.6K | ﹤0.01% | 2146 |
|
|
2017
Q3 | – | Sell |
-2,000
| Closed | -$3K | – | 4029 |
|
|
2017
Q2 | $3K | Hold |
2,000
| – | – | ﹤0.01% | 4227 |
|
|
2017
Q1 | $4K | Hold |
2,000
| – | – | ﹤0.01% | 4095 |
|
|
2016
Q4 | $4K | Hold |
2,000
| – | – | ﹤0.01% | 4090 |
|
|
2016
Q3 | $3K | Buy |
2,000
+1,500
| +300% | +$1.82K | ﹤0.01% | 4154 |
|
|
2016
Q2 | $0 | Hold |
500
| – | – | ﹤0.01% | 4580 |
|
|
2016
Q1 | $0 | Hold |
500
| – | – | ﹤0.01% | 4609 |
|
|
2015
Q4 | $1K | Hold |
500
| – | – | ﹤0.01% | 4282 |
|
|
2015
Q3 | $1K | Buy |
+500
| New | +$974 | ﹤0.01% | 4186 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$2K | – | 3319 |
|
|
2015
Q1 | $2K | Hold |
500
| – | – | ﹤0.01% | 3935 |
|
|
2014
Q4 | $2K | Hold |
500
| – | – | ﹤0.01% | 3874 |
|
|
2014
Q3 | $1K | Buy |
+500
| New | +$3.34K | ﹤0.01% | 3893 |
|
Creative Planning's MBII Position: Q3 2022 in Review
Creative Planning sold out of Marrone Bio Innovations, Inc. (MBII) in Q3 2022, closing a stake of 16,855 shares — an estimated $20K sold.
Creative Planning first reported a position in MBII in Q3 2014 and held it in 12 quarters. The position peaked at $20K in Q2 2022. 0 funds tracked by Wall St. Rank hold MBII as of Q3 2022.
- Creative Planning reported no remaining Marrone Bio Innovations, Inc. position as of Q3 2022 after selling out during the quarter.
- Creative Planning sold 16,855 Marrone Bio Innovations, Inc. shares in Q3 2022, an estimated $20K.
- Creative Planning first reported a position in Marrone Bio Innovations, Inc. in Q3 2014 and held it in 12 quarters.
- Creative Planning's Marrone Bio Innovations, Inc. position peaked at $20K in Q2 2022.
- 0 funds tracked by Wall St. Rank held Marrone Bio Innovations, Inc. as of Q3 2022.
Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.