Creative Planning’s Neustar Inc NSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-122
| Closed | -$4K | – | 4546 |
|
|
2017
Q2 | $4K | Sell |
122
-728
| -86% | -$24.2K | ﹤0.01% | 4143 |
|
|
2017
Q1 | $28K | Buy |
850
+750
| +750% | +$24.9K | ﹤0.01% | 2900 |
|
|
2016
Q4 | $3K | Sell |
100
-625
| -86% | -$16.6K | ﹤0.01% | 4219 |
|
|
2016
Q3 | $19K | Buy |
725
+335
| +86% | +$8.37K | ﹤0.01% | 3108 |
|
|
2016
Q2 | $9K | Hold |
390
| – | – | ﹤0.01% | 3356 |
|
|
2016
Q1 | $10K | Hold |
390
| – | – | ﹤0.01% | 3264 |
|
|
2015
Q4 | $9K | Hold |
390
| – | – | ﹤0.01% | 3389 |
|
|
2015
Q3 | $11K | Buy |
+390
| New | +$11.1K | ﹤0.01% | 3174 |
|
|
2015
Q2 | – | Sell |
-390
| Closed | -$10K | – | 3723 |
|
|
2015
Q1 | $10K | Hold |
390
| – | – | ﹤0.01% | 3224 |
|
|
2014
Q4 | $11K | Hold |
390
| – | – | ﹤0.01% | 3091 |
|
|
2014
Q3 | $10K | Sell |
390
-260
| -40% | -$7.17K | ﹤0.01% | 2967 |
|
|
2014
Q2 | $17K | Buy |
650
+100
| +18% | +$2.72K | ﹤0.01% | 2600 |
|
|
2014
Q1 | $18K | Hold |
550
| – | – | ﹤0.01% | 2461 |
|
|
2013
Q4 | $27K | Sell |
550
-160
| -23% | -$7.7K | ﹤0.01% | 2022 |
|
|
2013
Q3 | $35K | Buy |
710
+110
| +18% | +$5.73K | ﹤0.01% | 1751 |
|
|
2013
Q2 | $29K | Buy |
+600
| New | +$27.7K | ﹤0.01% | 1705 |
|
Other funds holding NSR
Creative Planning's NSR Position: Q3 2017 in Review
Creative Planning sold out of Neustar Inc (NSR) in Q3 2017, closing a stake of 122 shares — an estimated $4K sold.
Creative Planning first reported a position in NSR in Q2 2013 and held it in 16 quarters. The position peaked at $35K in Q3 2013. 1 fund tracked by Wall St. Rank holds NSR as of Q3 2017.
- Creative Planning reported no remaining Neustar Inc position as of Q3 2017 after selling out during the quarter.
- Creative Planning sold 122 Neustar Inc shares in Q3 2017, an estimated $4K.
- Creative Planning first reported a position in Neustar Inc in Q2 2013 and held it in 16 quarters.
- Creative Planning's Neustar Inc position peaked at $35K in Q3 2013.
- 1 fund tracked by Wall St. Rank held Neustar Inc as of Q3 2017.
Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.