Creative Planning’s POWERSECURE INTL INC COM STK (DE) POWR Stock Holding History

Creative Planning’s Portfolio POWR Stock Details POWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-3,900	Closed	-$73K	–	4708
2016 Q1	$73K	Sell	3,900 -200	-5%	-$2.84K	﹤0.01%	1832
2015 Q4	$62K	Sell	4,100 -100	-2%	-$1.34K	﹤0.01%	1950
2015 Q3	$48K	Buy	+4,200	New	+$56.5K	﹤0.01%	2081
2015 Q2	–	Sell	-3,400	Closed	-$45K	–	3881
2015 Q1	$45K	Hold	3,400	–	–	﹤0.01%	2098
2014 Q4	$40K	Hold	3,400	–	–	﹤0.01%	2162
2014 Q3	$33K	Hold	3,400	–	–	﹤0.01%	2199
2014 Q2	$33K	Sell	3,400 -200	-6%	-$2.74K	﹤0.01%	2166
2014 Q1	$84K	Sell	3,600 -56	-2%	-$1.19K	﹤0.01%	1512
2013 Q4	$63K	Buy	3,656 +3,000	+457%	+$51.5K	﹤0.01%	1454
2013 Q3	$11K	Buy	656 +100	+18%	+$1.57K	﹤0.01%	2435
2013 Q2	$8K	Buy	+556	New	+$7.64K	﹤0.01%	2382

Other funds holding POWR

OAM

Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

Creative Planning's POWR Position: Q2 2016 in Review

Creative Planning sold out of POWERSECURE INTL INC COM STK (DE) (POWR) in Q2 2016, closing a stake of 3,900 shares — an estimated $73K sold.

Creative Planning first reported a position in POWR in Q2 2013 and held it in 11 quarters. The position peaked at $84K in Q1 2014. 1 fund tracked by Wall St. Rank holds POWR as of Q2 2016.

Creative Planning reported no remaining POWERSECURE INTL INC COM STK (DE) position as of Q2 2016 after selling out during the quarter.
Creative Planning sold 3,900 POWERSECURE INTL INC COM STK (DE) shares in Q2 2016, an estimated $73K.
Creative Planning first reported a position in POWERSECURE INTL INC COM STK (DE) in Q2 2013 and held it in 11 quarters.
Creative Planning's POWERSECURE INTL INC COM STK (DE) position peaked at $84K in Q1 2014.
1 fund tracked by Wall St. Rank held POWERSECURE INTL INC COM STK (DE) as of Q2 2016.

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