Creative Planning’s Quotient Technology Inc QUOT Stock Holding History

Creative Planning’s Portfolio QUOT Stock Details QUOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-200	Closed	-$2K	–	3931
2017 Q2	$2K	Hold	200	–	–	﹤0.01%	4350
2017 Q1	$2K	Hold	200	–	–	﹤0.01%	4343
2016 Q4	$2K	Hold	200	–	–	﹤0.01%	4331
2016 Q3	$3K	Hold	200	–	–	﹤0.01%	4149
2016 Q2	$3K	Hold	200	–	–	﹤0.01%	3926
2016 Q1	$2K	Hold	200	–	–	﹤0.01%	4012
2015 Q4	$1K	Hold	200	–	–	﹤0.01%	4277
2015 Q3	$2K	Buy	+200	New	+$1.97K	﹤0.01%	3995
2014 Q2	–	Sell	-400	Closed	-$10K	–	4007
2014 Q1	$10K	Buy	+400	New	+$10.8K	﹤0.01%	2767

Other funds holding QUOT

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

GIM

Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

Creative Planning's QUOT Position: Q3 2017 in Review

Creative Planning sold out of Quotient Technology Inc (QUOT) in Q3 2017, closing a stake of 200 shares — an estimated $2K sold.

Creative Planning first reported a position in QUOT in Q1 2014 and held it in 9 quarters. The position peaked at $10K in Q1 2014. 117 funds tracked by Wall St. Rank hold QUOT as of Q3 2017.

Creative Planning reported no remaining Quotient Technology Inc position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 200 Quotient Technology Inc shares in Q3 2017, an estimated $2K.
Creative Planning first reported a position in Quotient Technology Inc in Q1 2014 and held it in 9 quarters.
Creative Planning's Quotient Technology Inc position peaked at $10K in Q1 2014.
117 funds tracked by Wall St. Rank held Quotient Technology Inc as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.