Creative Planning’s inContact, Inc. SAAS Stock Holding History

Creative Planning’s Portfolio SAAS Stock Details SAAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-58,383	Closed	-$816K	–	5064
2016 Q3	$816K	Buy	58,383 +58,232	+38,564%	+$808K	0.01%	676
2016 Q2	$2K	Buy	+151	New	+$1.74K	﹤0.01%	4110

Creative Planning's SAAS Position: Q4 2016 in Review

Creative Planning sold out of inContact, Inc. (SAAS) in Q4 2016, closing a stake of 58,383 shares — an estimated $816K sold.

Creative Planning first reported a position in SAAS in Q2 2016 and held it in 2 quarters. The position peaked at $816K in Q3 2016. 0 funds tracked by Wall St. Rank hold SAAS as of Q4 2016.

Creative Planning reported no remaining inContact, Inc. position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 58,383 inContact, Inc. shares in Q4 2016, an estimated $816K.
Creative Planning first reported a position in inContact, Inc. in Q2 2016 and held it in 2 quarters.
Creative Planning's inContact, Inc. position peaked at $816K in Q3 2016.
0 funds tracked by Wall St. Rank held inContact, Inc. as of Q4 2016.

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