Creative Planning’s Netsuite Inc N Stock Holding History

Creative Planning’s Portfolio N Stock Details N Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-400	Closed	-$44K	–	5067
2016 Q3	$44K	Sell	400 -3,626	-90%	-$365K	﹤0.01%	2473
2016 Q2	$293K	Buy	4,026 +61	+2%	+$4.67K	﹤0.01%	1069
2016 Q1	$272K	Buy	3,965 +801	+25%	+$52.5K	﹤0.01%	1055
2015 Q4	$268K	Sell	3,164 -425	-12%	-$36.4K	﹤0.01%	1049
2015 Q3	$301K	Buy	+3,589	New	+$330K	﹤0.01%	969
2015 Q2	–	Sell	-4,564	Closed	-$423K	–	3809
2015 Q1	$423K	Buy	4,564 +1,200	+36%	+$119K	﹤0.01%	810
2014 Q4	$367K	Sell	3,364 -710	-17%	-$72.5K	﹤0.01%	835
2014 Q3	$365K	Buy	4,074 +3,610	+778%	+$306K	﹤0.01%	782
2014 Q2	$40K	Sell	464 -694	-60%	-$56K	﹤0.01%	2033
2014 Q1	$110K	Buy	1,158 +744	+180%	+$79.4K	﹤0.01%	1354
2013 Q4	$43K	Sell	414 -9	-2%	-$902	﹤0.01%	1720
2013 Q3	$46K	Buy	423 +23	+6%	+$2.27K	﹤0.01%	1570
2013 Q2	$37K	Buy	+400	New	+$34.3K	﹤0.01%	1552

Other funds holding N

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning's N Position: Q4 2016 in Review

Creative Planning sold out of Netsuite Inc (N) in Q4 2016, closing a stake of 400 shares — an estimated $44K sold.

Creative Planning first reported a position in N in Q2 2013 and held it in 13 quarters. The position peaked at $423K in Q1 2015. 1 fund tracked by Wall St. Rank holds N as of Q4 2016.

Creative Planning reported no remaining Netsuite Inc position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 400 Netsuite Inc shares in Q4 2016, an estimated $44K.
Creative Planning first reported a position in Netsuite Inc in Q2 2013 and held it in 13 quarters.
Creative Planning's Netsuite Inc position peaked at $423K in Q1 2015.
1 fund tracked by Wall St. Rank held Netsuite Inc as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.