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.