Creative Planning
PKT

Creative Planning’s PROCERA NETWORKS INC NEW COM STK (DE) PKT Stock Holding History

Creative Planning’s Portfolio PKT Stock Details PKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,490
Closed -$14K – 4538
2014
Q3 		$14K Hold
1,490
– – ﹤0.01% 2772
2014
Q2 		$15K Hold
1,490
– – ﹤0.01% 2681
2014
Q1 		$15K Hold
1,490
– – ﹤0.01% 2570
2013
Q4 		$22K Hold
1,490
– – ﹤0.01% 2139
2013
Q3 		$23K Hold
1,490
– – ﹤0.01% 2024
2013
Q2 		$20K Buy
+1,490
New +$19.2K ﹤0.01% 1941

Other funds holding PKT

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's PKT Position: Q4 2014 in Review

Creative Planning sold out of PROCERA NETWORKS INC NEW COM STK (DE) (PKT) in Q4 2014, closing a stake of 1,490 shares — an estimated $14K sold.

Creative Planning first reported a position in PKT in Q2 2013 and held it in 6 quarters. The position peaked at $23K in Q3 2013. 84 funds tracked by Wall St. Rank hold PKT as of Q4 2014.

  • Creative Planning reported no remaining PROCERA NETWORKS INC NEW COM STK (DE) position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 1,490 PROCERA NETWORKS INC NEW COM STK (DE) shares in Q4 2014, an estimated $14K.
  • Creative Planning first reported a position in PROCERA NETWORKS INC NEW COM STK (DE) in Q2 2013 and held it in 6 quarters.
  • Creative Planning's PROCERA NETWORKS INC NEW COM STK (DE) position peaked at $23K in Q3 2013.
  • 84 funds tracked by Wall St. Rank held PROCERA NETWORKS INC NEW COM STK (DE) as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.