Creative Planning
PNY

Creative Planning’s PIEDMONT NATURAL GAS CO INC(NC PNY Stock Holding History

Creative Planning’s Portfolio PNY Stock Details PNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-12,698
Closed -$762K – 5146
2016
Q3 		$762K Buy
12,698
+500
+4% +$30K ﹤0.01% 704
2016
Q2 		$733K Sell
12,198
-2,239
-16% -$134K 0.01% 619
2016
Q1 		$864K Sell
14,437
-1,017
-7% -$60K 0.01% 546
2015
Q4 		$881K Sell
15,454
-150
-1% -$7.99K 0.01% 540
2015
Q3 		$625K Buy
15,604
+730
+5% +$27.6K 0.01% 653
2015
Q2 		$525K Buy
14,874
+1,600
+12% +$59K ﹤0.01% 651
2015
Q1 		$490K Buy
13,274
+988
+8% +$37.7K ﹤0.01% 746
2014
Q4 		$484K Buy
12,286
+6,416
+109% +$239K 0.01% 708
2014
Q3 		$197K Sell
5,870
-394
-6% -$14.1K ﹤0.01% 1063
2014
Q2 		$234K Sell
6,264
-375
-6% -$13.4K ﹤0.01% 950
2014
Q1 		$235K Sell
6,639
-2,500
-27% -$83.7K ﹤0.01% 926
2013
Q4 		$303K Sell
9,139
-2,265
-20% -$74.8K 0.01% 675
2013
Q3 		$375K Buy
11,404
+1,696
+17% +$56.9K 0.01% 526
2013
Q2 		$328K Buy
+9,708
New +$330K 0.01% 521

Other funds holding PNY

FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Creative Planning's PNY Position: Q4 2016 in Review

Creative Planning sold out of PIEDMONT NATURAL GAS CO INC(NC (PNY) in Q4 2016, closing a stake of 12,698 shares — an estimated $762K sold.

Creative Planning first reported a position in PNY in Q2 2013 and held it in 14 quarters. The position peaked at $881K in Q4 2015. 1 fund tracked by Wall St. Rank holds PNY as of Q4 2016.

  • Creative Planning reported no remaining PIEDMONT NATURAL GAS CO INC(NC position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 12,698 PIEDMONT NATURAL GAS CO INC(NC shares in Q4 2016, an estimated $762K.
  • Creative Planning first reported a position in PIEDMONT NATURAL GAS CO INC(NC in Q2 2013 and held it in 14 quarters.
  • Creative Planning's PIEDMONT NATURAL GAS CO INC(NC position peaked at $881K in Q4 2015.
  • 1 fund tracked by Wall St. Rank held PIEDMONT NATURAL GAS CO INC(NC as of Q4 2016.

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