Creative Planning’s ROUNDYS INC COM STK RNDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
-4,038
Closed -$9K 4791
2015
Q3
$9K Buy
+4,038
New +$10.7K ﹤0.01% 3311
2015
Q2
Sell
-2,738
Closed -$13K 3957
2015
Q1
$13K Buy
2,738
+537
+24% +$2.28K ﹤0.01% 3054
2014
Q4
$11K Buy
2,201
+1,563
+245% +$5.77K ﹤0.01% 3094
2014
Q3
$2K Hold
638
﹤0.01% 3752
2014
Q2
$4K Buy
+638
New +$3.74K ﹤0.01% 3361

Creative Planning's RNDY Position: Q4 2015 in Review

Creative Planning sold out of ROUNDYS INC COM STK (RNDY) in Q4 2015, closing a stake of 4,038 shares — an estimated $9K sold.

Creative Planning first reported a position in RNDY in Q2 2014 and held it in 5 quarters. The position peaked at $13K in Q1 2015. 0 funds tracked by Wall St. Rank hold RNDY as of Q4 2015.

  • Creative Planning reported no remaining ROUNDYS INC COM STK position as of Q4 2015 after selling out during the quarter.
  • Creative Planning sold 4,038 ROUNDYS INC COM STK shares in Q4 2015, an estimated $9K.
  • Creative Planning first reported a position in ROUNDYS INC COM STK in Q2 2014 and held it in 5 quarters.
  • Creative Planning's ROUNDYS INC COM STK position peaked at $13K in Q1 2015.
  • 0 funds tracked by Wall St. Rank held ROUNDYS INC COM STK as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.