Creative Planning’s National Research Corp Class B NRCIB Stock Holding History

Creative Planning’s Portfolio NRCIB Stock Details NRCIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-4,551	Closed	-$227K	–	2232
2018 Q1	$227K	Hold	4,551	–	–	﹤0.01%	1524
2017 Q4	$255K	Buy	+4,551	New	+$244K	﹤0.01%	1445
2017 Q3	–	Sell	-1,596	Closed	-$76K	–	4452
2017 Q2	$76K	Hold	1,596	–	–	﹤0.01%	2191
2017 Q1	$63K	Hold	1,596	–	–	﹤0.01%	2311
2016 Q4	$67K	Buy	1,596 +1,551	+3,447%	+$59.6K	﹤0.01%	2160
2016 Q3	$2K	Buy	+45	New	+$1.52K	﹤0.01%	4314

Creative Planning's NRCIB Position: Q2 2018 in Review

Creative Planning sold out of National Research Corp Class B (NRCIB) in Q2 2018, closing a stake of 4,551 shares — an estimated $227K sold.

Creative Planning first reported a position in NRCIB in Q3 2016 and held it in 6 quarters. The position peaked at $255K in Q4 2017. 0 funds tracked by Wall St. Rank hold NRCIB as of Q2 2018.

Creative Planning reported no remaining National Research Corp Class B position as of Q2 2018 after selling out during the quarter.
Creative Planning sold 4,551 National Research Corp Class B shares in Q2 2018, an estimated $227K.
Creative Planning first reported a position in National Research Corp Class B in Q3 2016 and held it in 6 quarters.
Creative Planning's National Research Corp Class B position peaked at $255K in Q4 2017.
0 funds tracked by Wall St. Rank held National Research Corp Class B as of Q2 2018.

Based on Creative Planning's 13F filing for Q2 2018, filed 20 Jul 2018.