Creative Planning
PRZM

Creative Planning’s Prism Technologies Group, Inc PRZM Stock Holding History

Creative Planning’s Portfolio PRZM Stock Details PRZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,374
Closed -$1K – 5126
2016
Q4 		$1K Hold
2,374
– – ﹤0.01% 4575
2016
Q3 		$0 Buy
+2,374
New +$565 ﹤0.01% 4873

Other funds holding PRZM

DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
TL
TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Creative Planning's PRZM Position: Q1 2017 in Review

Creative Planning sold out of Prism Technologies Group, Inc (PRZM) in Q1 2017, closing a stake of 2,374 shares — an estimated $1K sold.

Creative Planning first reported a position in PRZM in Q3 2016 and held it in 2 quarters. The position peaked at $1K in Q4 2016. 3 funds tracked by Wall St. Rank hold PRZM as of Q1 2017.

  • Creative Planning reported no remaining Prism Technologies Group, Inc position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 2,374 Prism Technologies Group, Inc shares in Q1 2017, an estimated $1K.
  • Creative Planning first reported a position in Prism Technologies Group, Inc in Q3 2016 and held it in 2 quarters.
  • Creative Planning's Prism Technologies Group, Inc position peaked at $1K in Q4 2016.
  • 3 funds tracked by Wall St. Rank held Prism Technologies Group, Inc as of Q1 2017.

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