Creative Planning
NVTR

Creative Planning’s Nuvectra Corporation Common Stock NVTR Stock Holding History

Creative Planning’s Portfolio NVTR Stock Details NVTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-83
Closed -$1K – 4260
2017
Q2 		$1K Hold
83
– – ﹤0.01% 4554
2017
Q1 		$1K Hold
83
– – ﹤0.01% 4558
2016
Q4 		$0 Hold
83
– – ﹤0.01% 4970
2016
Q3 		$1K Hold
83
– – ﹤0.01% 4496
2016
Q2 		$1K Hold
83
– – ﹤0.01% 4270
2016
Q1 		$0 Buy
+83
New +$446 ﹤0.01% 4652

Other funds holding NVTR

GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCM
Lomas Capital Management New York $1.04B AUM 24.59% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Creative Planning's NVTR Position: Q3 2017 in Review

Creative Planning sold out of Nuvectra Corporation Common Stock (NVTR) in Q3 2017, closing a stake of 83 shares — an estimated $1K sold.

Creative Planning first reported a position in NVTR in Q1 2016 and held it in 6 quarters. The position peaked at $1K in Q2 2017. 57 funds tracked by Wall St. Rank hold NVTR as of Q3 2017.

  • Creative Planning reported no remaining Nuvectra Corporation Common Stock position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 83 Nuvectra Corporation Common Stock shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in Nuvectra Corporation Common Stock in Q1 2016 and held it in 6 quarters.
  • Creative Planning's Nuvectra Corporation Common Stock position peaked at $1K in Q2 2017.
  • 57 funds tracked by Wall St. Rank held Nuvectra Corporation Common Stock as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.