Creative Planning’s PHOENIX COMPANIES INC. NEW PNX Stock Holding History

Creative Planning’s Portfolio PNX Stock Details PNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-17	Closed	-$1K	–	4751
2016 Q1	$1K	Hold	17	–	–	﹤0.01%	4268
2015 Q4	$1K	Hold	17	–	–	﹤0.01%	4362
2015 Q3	$1K	Buy	+17	New	+$254	﹤0.01%	4257
2015 Q2	–	Sell	-17	Closed	-$1K	–	4101
2015 Q1	$1K	Sell	17 -55	-76%	-$3.31K	﹤0.01%	4163
2014 Q4	$5K	Buy	72 +5	+7%	+$304	﹤0.01%	3557
2014 Q3	$4K	Hold	67	–	–	﹤0.01%	3468
2014 Q2	$3K	Hold	67	–	–	﹤0.01%	3474
2014 Q1	$3K	Hold	67	–	–	﹤0.01%	3325
2013 Q4	$4K	Hold	67	–	–	﹤0.01%	2973
2013 Q3	$3K	Hold	67	–	–	﹤0.01%	2956
2013 Q2	$3K	Buy	+67	New	+$2.41K	﹤0.01%	2792

Creative Planning's PNX Position: Q2 2016 in Review

Creative Planning sold out of PHOENIX COMPANIES INC. NEW (PNX) in Q2 2016, closing a stake of 17 shares — an estimated $1K sold.

Creative Planning first reported a position in PNX in Q2 2013 and held it in 11 quarters. The position peaked at $5K in Q4 2014. 0 funds tracked by Wall St. Rank hold PNX as of Q2 2016.

Creative Planning reported no remaining PHOENIX COMPANIES INC. NEW position as of Q2 2016 after selling out during the quarter.
Creative Planning sold 17 PHOENIX COMPANIES INC. NEW shares in Q2 2016, an estimated $1K.
Creative Planning first reported a position in PHOENIX COMPANIES INC. NEW in Q2 2013 and held it in 11 quarters.
Creative Planning's PHOENIX COMPANIES INC. NEW position peaked at $5K in Q4 2014.
0 funds tracked by Wall St. Rank held PHOENIX COMPANIES INC. NEW as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.