Creative Planning’s TerraVia Holdings, Inc. Common Stock TVIA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-14,600
Closed -$3K 4544
2017
Q2
$3K Hold
14,600
﹤0.01% 4259
2017
Q1
$11K Hold
14,600
﹤0.01% 3568
2016
Q4
$17K Hold
14,600
﹤0.01% 3201
2016
Q3
$40K Hold
14,600
﹤0.01% 2548
2016
Q2
$38K Buy
+14,600
New +$33.9K ﹤0.01% 2345

Other funds holding TVIA

Creative Planning's TVIA Position: Q3 2017 in Review

Creative Planning sold out of TerraVia Holdings, Inc. Common Stock (TVIA) in Q3 2017, closing a stake of 14,600 shares — an estimated $3K sold.

Creative Planning first reported a position in TVIA in Q2 2016 and held it in 5 quarters. The position peaked at $40K in Q3 2016. 9 funds tracked by Wall St. Rank hold TVIA as of Q3 2017.

  • Creative Planning reported no remaining TerraVia Holdings, Inc. Common Stock position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 14,600 TerraVia Holdings, Inc. Common Stock shares in Q3 2017, an estimated $3K.
  • Creative Planning first reported a position in TerraVia Holdings, Inc. Common Stock in Q2 2016 and held it in 5 quarters.
  • Creative Planning's TerraVia Holdings, Inc. Common Stock position peaked at $40K in Q3 2016.
  • 9 funds tracked by Wall St. Rank held TerraVia Holdings, Inc. Common Stock as of Q3 2017.

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