Creative Planning’s Popeyes Louisiana Kitchen, Inc. PLKI Stock Holding History

Creative Planning’s Portfolio PLKI Stock Details PLKI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-403	Closed	-$24K	–	5108
2016 Q4	$24K	Sell	403 -1,797	-82%	-$103K	﹤0.01%	2974
2016 Q3	$117K	Sell	2,200 -100	-4%	-$5.58K	﹤0.01%	1748
2016 Q2	$126K	Buy	2,300 +1,000	+77%	+$54.5K	﹤0.01%	1527
2016 Q1	$68K	Sell	1,300 -1,200	-48%	-$68.2K	﹤0.01%	1889
2015 Q4	$146K	Buy	2,500 +700	+39%	+$39.7K	﹤0.01%	1409
2015 Q3	$101K	Buy	+1,800	New	+$104K	﹤0.01%	1596
2015 Q2	–	Sell	-1,862	Closed	-$111K	–	3771
2015 Q1	$111K	Buy	1,862 +375	+25%	+$22.3K	﹤0.01%	1523
2014 Q4	$84K	Buy	1,487 +150	+11%	+$7.43K	﹤0.01%	1643
2014 Q3	$54K	Buy	1,337 +37	+3%	+$1.5K	﹤0.01%	1875
2014 Q2	$57K	Buy	1,300 +1,000	+333%	+$40.8K	﹤0.01%	1803
2014 Q1	$12K	Hold	300	–	–	﹤0.01%	2690
2013 Q4	$12K	Hold	300	–	–	﹤0.01%	2498
2013 Q3	$13K	Sell	300 -200	-40%	-$7.95K	﹤0.01%	2337
2013 Q2	$18K	Buy	+500	New	+$17.1K	﹤0.01%	2007

Other funds holding PLKI

FPF

FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

SGI

Summit Global Investments Bountiful, Utah $1.69B AUM 12.13% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning's PLKI Position: Q1 2017 in Review

Creative Planning sold out of Popeyes Louisiana Kitchen, Inc. (PLKI) in Q1 2017, closing a stake of 403 shares — an estimated $24K sold.

Creative Planning first reported a position in PLKI in Q2 2013 and held it in 14 quarters. The position peaked at $146K in Q4 2015. 6 funds tracked by Wall St. Rank hold PLKI as of Q1 2017.

Creative Planning reported no remaining Popeyes Louisiana Kitchen, Inc. position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 403 Popeyes Louisiana Kitchen, Inc. shares in Q1 2017, an estimated $24K.
Creative Planning first reported a position in Popeyes Louisiana Kitchen, Inc. in Q2 2013 and held it in 14 quarters.
Creative Planning's Popeyes Louisiana Kitchen, Inc. position peaked at $146K in Q4 2015.
6 funds tracked by Wall St. Rank held Popeyes Louisiana Kitchen, Inc. as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.