Creative Planning’s TubeMogul, Inc. TUBE Stock Holding History

Creative Planning’s Portfolio TUBE Stock Details TUBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-300	Closed	-$3K	–	5048
2016 Q3	$3K	Sell	300 -400	-57%	-$4.04K	﹤0.01%	4181
2016 Q2	$8K	Buy	700 +400	+133%	+$5.07K	﹤0.01%	3432
2016 Q1	$4K	Buy	300 +150	+100%	+$1.79K	﹤0.01%	3757
2015 Q4	$2K	Sell	150 -350	-70%	-$4.31K	﹤0.01%	4124
2015 Q3	$5K	Buy	+500	New	+$6.23K	﹤0.01%	3674

Other funds holding TUBE

FPF

FNY Partners Fund New York $185M AUM 32.58% 1-Year Est. Return

Creative Planning's TUBE Position: Q4 2016 in Review

Creative Planning sold out of TubeMogul, Inc. (TUBE) in Q4 2016, closing a stake of 300 shares — an estimated $3K sold.

Creative Planning first reported a position in TUBE in Q3 2015 and held it in 5 quarters. The position peaked at $8K in Q2 2016. 1 fund tracked by Wall St. Rank holds TUBE as of Q4 2016.

Creative Planning reported no remaining TubeMogul, Inc. position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 300 TubeMogul, Inc. shares in Q4 2016, an estimated $3K.
Creative Planning first reported a position in TubeMogul, Inc. in Q3 2015 and held it in 5 quarters.
Creative Planning's TubeMogul, Inc. position peaked at $8K in Q2 2016.
1 fund tracked by Wall St. Rank held TubeMogul, Inc. as of Q4 2016.

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