Creative Planning’s OPOWER INC COM STK (DE) OPWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-45,777
Closed -$312K 4689
2016
Q1
$312K Buy
45,777
+3,267
+8% +$26K ﹤0.01% 974
2015
Q4
$449K Buy
42,510
+2,321
+6% +$22.2K ﹤0.01% 816
2015
Q3
$358K Buy
40,189
+3,121
+8% +$30.9K ﹤0.01% 888
2015
Q2
$427K Buy
37,068
+2,735
+8% +$30.4K ﹤0.01% 711
2015
Q1
$348K Buy
+34,333
New +$419K ﹤0.01% 916
2014
Q3
Sell
-300
Closed -$6K 4283
2014
Q2
$6K Buy
+300
New +$5.59K ﹤0.01% 3167

Creative Planning's OPWR Position: Q2 2016 in Review

Creative Planning sold out of OPOWER INC COM STK (DE) (OPWR) in Q2 2016, closing a stake of 45,777 shares — an estimated $312K sold.

Creative Planning first reported a position in OPWR in Q2 2014 and held it in 6 quarters. The position peaked at $449K in Q4 2015. 0 funds tracked by Wall St. Rank hold OPWR as of Q2 2016.

  • Creative Planning reported no remaining OPOWER INC COM STK (DE) position as of Q2 2016 after selling out during the quarter.
  • Creative Planning sold 45,777 OPOWER INC COM STK (DE) shares in Q2 2016, an estimated $312K.
  • Creative Planning first reported a position in OPOWER INC COM STK (DE) in Q2 2014 and held it in 6 quarters.
  • Creative Planning's OPOWER INC COM STK (DE) position peaked at $449K in Q4 2015.
  • 0 funds tracked by Wall St. Rank held OPOWER INC COM STK (DE) as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.