Creative Planning
PGND

Creative Planning’s PRESS GANEY HOLDINGS INC COM STK (DE) PGND Stock Holding History

Creative Planning’s Portfolio PGND Stock Details PGND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-500
Closed -$20K – 5077
2016
Q3 		$20K Hold
500
– – ﹤0.01% 3076
2016
Q2 		$20K Sell
500
-100
-17% -$3.35K ﹤0.01% 2824
2016
Q1 		$18K Hold
600
– – ﹤0.01% 2850
2015
Q4 		$19K Sell
600
-300
-33% -$9.57K ﹤0.01% 2905
2015
Q3 		$27K Buy
+900
New +$27.4K ﹤0.01% 2511

Creative Planning's PGND Position: Q4 2016 in Review

Creative Planning sold out of PRESS GANEY HOLDINGS INC COM STK (DE) (PGND) in Q4 2016, closing a stake of 500 shares — an estimated $20K sold.

Creative Planning first reported a position in PGND in Q3 2015 and held it in 5 quarters. The position peaked at $27K in Q3 2015. 0 funds tracked by Wall St. Rank hold PGND as of Q4 2016.

  • Creative Planning reported no remaining PRESS GANEY HOLDINGS INC COM STK (DE) position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 500 PRESS GANEY HOLDINGS INC COM STK (DE) shares in Q4 2016, an estimated $20K.
  • Creative Planning first reported a position in PRESS GANEY HOLDINGS INC COM STK (DE) in Q3 2015 and held it in 5 quarters.
  • Creative Planning's PRESS GANEY HOLDINGS INC COM STK (DE) position peaked at $27K in Q3 2015.
  • 0 funds tracked by Wall St. Rank held PRESS GANEY HOLDINGS INC COM STK (DE) as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.