Creative Planning’s Active Power Inc PIOI Stock Holding History

Creative Planning’s Portfolio PIOI Stock Details PIOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-600	Closed	–	–	5057
2016 Q3	$0	Hold	600	–	–	﹤0.01%	4878
2016 Q2	$0	Hold	600	–	–	﹤0.01%	4671
2016 Q1	$1K	Hold	600	–	–	﹤0.01%	4244
2015 Q4	$1K	Hold	600	–	–	﹤0.01%	4337
2015 Q3	$1K	Buy	+600	New	+$1.13K	﹤0.01%	4225
2015 Q2	–	Sell	-604	Closed	-$1K	–	3802
2015 Q1	$1K	Hold	604	–	–	﹤0.01%	4124
2014 Q4	$1K	Hold	604	–	–	﹤0.01%	4067
2014 Q3	$1K	Hold	604	–	–	﹤0.01%	3931
2014 Q2	$2K	Hold	604	–	–	﹤0.01%	3579
2014 Q1	$2K	Buy	604 +4	+0.7%	+$14	﹤0.01%	3428
2013 Q4	$2K	Hold	600	–	–	﹤0.01%	3153
2013 Q3	$2K	Hold	600	–	–	﹤0.01%	3038
2013 Q2	$3K	Buy	+600	New	+$2.6K	﹤0.01%	2767

Other funds holding PIOI

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Creative Planning's PIOI Position: Q4 2016 in Review

Creative Planning sold out of Active Power Inc (PIOI) in Q4 2016, closing a stake of 600 shares.

Creative Planning first reported a position in PIOI in Q2 2013 and held it in 13 quarters. The position peaked at $3K in Q2 2013. 1 fund tracked by Wall St. Rank holds PIOI as of Q4 2016.

Creative Planning reported no remaining Active Power Inc position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 600 Active Power Inc shares in Q4 2016.
Creative Planning first reported a position in Active Power Inc in Q2 2013 and held it in 13 quarters.
Creative Planning's Active Power Inc position peaked at $3K in Q2 2013.
1 fund tracked by Wall St. Rank held Active Power Inc as of Q4 2016.

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