Creative Planning
PGI

Creative Planning’s PREMIERE GLOBAL SERVICES, INC. PGI Stock Holding History

Creative Planning’s Portfolio PGI Stock Details PGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,100
Closed -$15K – 4807
2015
Q3 		$15K Buy
+1,100
New +$12.4K ﹤0.01% 2976
2015
Q2 		– Sell
-1,400
Closed -$13K – 3973
2015
Q1 		$13K Hold
1,400
– – ﹤0.01% 3055
2014
Q4 		$15K Hold
1,400
– – ﹤0.01% 2887
2014
Q3 		$17K Hold
1,400
– – ﹤0.01% 2656
2014
Q2 		$19K Hold
1,400
– – ﹤0.01% 2537
2014
Q1 		$17K Hold
1,400
– – ﹤0.01% 2497
2013
Q4 		$16K Hold
1,400
– – ﹤0.01% 2339
2013
Q3 		$14K Buy
1,400
+300
+27% +$3.21K ﹤0.01% 2298
2013
Q2 		$13K Buy
+1,100
New +$12.6K ﹤0.01% 2168

Creative Planning's PGI Position: Q4 2015 in Review

Creative Planning sold out of PREMIERE GLOBAL SERVICES, INC. (PGI) in Q4 2015, closing a stake of 1,100 shares — an estimated $15K sold.

Creative Planning first reported a position in PGI in Q2 2013 and held it in 9 quarters. The position peaked at $19K in Q2 2014. 0 funds tracked by Wall St. Rank hold PGI as of Q4 2015.

  • Creative Planning reported no remaining PREMIERE GLOBAL SERVICES, INC. position as of Q4 2015 after selling out during the quarter.
  • Creative Planning sold 1,100 PREMIERE GLOBAL SERVICES, INC. shares in Q4 2015, an estimated $15K.
  • Creative Planning first reported a position in PREMIERE GLOBAL SERVICES, INC. in Q2 2013 and held it in 9 quarters.
  • Creative Planning's PREMIERE GLOBAL SERVICES, INC. position peaked at $19K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held PREMIERE GLOBAL SERVICES, INC. as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.