Creative Planning’s Unilife Corporation UNIS Stock Holding History

Creative Planning’s Portfolio UNIS Stock Details UNIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-900	Closed	-$2K	–	5085
2017 Q1	$2K	Hold	900	–	–	﹤0.01%	4384
2016 Q4	$2K	Hold	900	–	–	﹤0.01%	4372
2016 Q3	$2K	Hold	900	–	–	﹤0.01%	4325
2016 Q2	$3K	Buy	900 +660	+275%	+$2.89K	﹤0.01%	3964
2016 Q1	$2K	Buy	240 +40	+20%	+$345	﹤0.01%	4056
2015 Q4	$1K	Hold	200	–	–	﹤0.01%	4350
2015 Q3	$2K	Buy	+200	New	+$2.98K	﹤0.01%	4029
2015 Q2	–	Sell	-200	Closed	-$8K	–	3877
2015 Q1	$8K	Hold	200	–	–	﹤0.01%	3361
2014 Q4	$7K	Hold	200	–	–	﹤0.01%	3360
2014 Q3	$5K	Hold	200	–	–	﹤0.01%	3349
2014 Q2	$6K	Hold	200	–	–	﹤0.01%	3168
2014 Q1	$8K	Hold	200	–	–	﹤0.01%	2890
2013 Q4	$9K	Buy	+200	New	+$7.32K	﹤0.01%	2636

Other funds holding UNIS

KAM

Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Creative Planning's UNIS Position: Q2 2017 in Review

Creative Planning sold out of Unilife Corporation (UNIS) in Q2 2017, closing a stake of 900 shares — an estimated $2K sold.

Creative Planning first reported a position in UNIS in Q4 2013 and held it in 13 quarters. The position peaked at $9K in Q4 2013. 4 funds tracked by Wall St. Rank hold UNIS as of Q2 2017.

Creative Planning reported no remaining Unilife Corporation position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 900 Unilife Corporation shares in Q2 2017, an estimated $2K.
Creative Planning first reported a position in Unilife Corporation in Q4 2013 and held it in 13 quarters.
Creative Planning's Unilife Corporation position peaked at $9K in Q4 2013.
4 funds tracked by Wall St. Rank held Unilife Corporation as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.