Creative Planning’s Nutraceutical International Co NUTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-207
| Closed | -$9K | – | 4541 |
|
|
2017
Q2 | $9K | Hold |
207
| – | – | ﹤0.01% | 3721 |
|
|
2017
Q1 | $6K | Hold |
207
| – | – | ﹤0.01% | 3920 |
|
|
2016
Q4 | $7K | Hold |
207
| – | – | ﹤0.01% | 3812 |
|
|
2016
Q3 | $6K | Sell |
207
-293
| -59% | -$7.54K | ﹤0.01% | 3846 |
|
|
2016
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 3157 |
|
|
2016
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 3136 |
|
|
2015
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 3161 |
|
|
2015
Q3 | $12K | Buy |
+500
| New | +$12K | ﹤0.01% | 3108 |
|
|
2014
Q4 | – | Sell |
-300
| Closed | -$6K | – | 4466 |
|
|
2014
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 3243 |
|
|
2014
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 3080 |
|
|
2014
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 2885 |
|
|
2013
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 2685 |
|
|
2013
Q3 | $7K | Buy |
+300
| New | +$6.82K | ﹤0.01% | 2632 |
|
Creative Planning's NUTR Position: Q3 2017 in Review
Creative Planning sold out of Nutraceutical International Co (NUTR) in Q3 2017, closing a stake of 207 shares — an estimated $9K sold.
Creative Planning first reported a position in NUTR in Q3 2013 and held it in 13 quarters. The position peaked at $13K in Q4 2015. 0 funds tracked by Wall St. Rank hold NUTR as of Q3 2017.
- Creative Planning reported no remaining Nutraceutical International Co position as of Q3 2017 after selling out during the quarter.
- Creative Planning sold 207 Nutraceutical International Co shares in Q3 2017, an estimated $9K.
- Creative Planning first reported a position in Nutraceutical International Co in Q3 2013 and held it in 13 quarters.
- Creative Planning's Nutraceutical International Co position peaked at $13K in Q4 2015.
- 0 funds tracked by Wall St. Rank held Nutraceutical International Co as of Q3 2017.
Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.