Creative Planning’s Ultratech Inc. UTEK Stock Holding History

Creative Planning’s Portfolio UTEK Stock Details UTEK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-300	Closed	-$9K	–	5057
2017 Q1	$9K	Hold	300	–	–	﹤0.01%	3693
2016 Q4	$7K	Hold	300	–	–	﹤0.01%	3813
2016 Q3	$7K	Buy	300 +200	+200%	+$4.86K	﹤0.01%	3766
2016 Q2	$2K	Hold	100	–	–	﹤0.01%	4106
2016 Q1	$2K	Sell	100 -100	-50%	-$1.97K	﹤0.01%	4049
2015 Q4	$4K	Hold	200	–	–	﹤0.01%	3851
2015 Q3	$3K	Buy	+200	New	+$3.33K	﹤0.01%	3888
2015 Q2	–	Sell	-95	Closed	-$2K	–	3751
2015 Q1	$2K	Buy	+95	New	+$1.66K	﹤0.01%	3961

Other funds holding UTEK

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Creative Planning's UTEK Position: Q2 2017 in Review

Creative Planning sold out of Ultratech Inc. (UTEK) in Q2 2017, closing a stake of 300 shares — an estimated $9K sold.

Creative Planning first reported a position in UTEK in Q1 2015 and held it in 8 quarters. The position peaked at $9K in Q1 2017. 1 fund tracked by Wall St. Rank holds UTEK as of Q2 2017.

Creative Planning reported no remaining Ultratech Inc. position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 300 Ultratech Inc. shares in Q2 2017, an estimated $9K.
Creative Planning first reported a position in Ultratech Inc. in Q1 2015 and held it in 8 quarters.
Creative Planning's Ultratech Inc. position peaked at $9K in Q1 2017.
1 fund tracked by Wall St. Rank held Ultratech Inc. as of Q2 2017.

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