Creative Planning
SAAS

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-58,383
Closed -$816K – 4788
2016
Q3 		$816K Buy
58,383
+58,232
+38,564% +$814K 0.01% 673
2016
Q2 		$2K Buy
+151
New +$2K ﹤0.01% 3997