Creative Planning’s VELTI PLC, ST HELIER ORDINARY SHARES (JERSEY) VELT Stock Holding History

Creative Planning’s Portfolio VELT Stock Details VELT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-2,000	Closed	–	–	3938
2013 Q4	$0	Sell	2,000 -2,127	-52%	-$415	﹤0.01%	3664
2013 Q3	$1K	Hold	4,127	–	–	﹤0.01%	3178
2013 Q2	$6K	Buy	+4,127	New	+$7.37K	﹤0.01%	2513

Other funds holding VELT

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Reik & Co New York $363M AUM 3.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creative Planning's VELT Position: Q1 2014 in Review

Creative Planning sold out of VELTI PLC, ST HELIER ORDINARY SHARES (JERSEY) (VELT) in Q1 2014, closing a stake of 2,000 shares.

Creative Planning first reported a position in VELT in Q2 2013 and held it in 3 quarters. The position peaked at $6K in Q2 2013. 4 funds tracked by Wall St. Rank hold VELT as of Q1 2014.

Creative Planning reported no remaining VELTI PLC, ST HELIER ORDINARY SHARES (JERSEY) position as of Q1 2014 after selling out during the quarter.
Creative Planning sold 2,000 VELTI PLC, ST HELIER ORDINARY SHARES (JERSEY) shares in Q1 2014.
Creative Planning first reported a position in VELTI PLC, ST HELIER ORDINARY SHARES (JERSEY) in Q2 2013 and held it in 3 quarters.
Creative Planning's VELTI PLC, ST HELIER ORDINARY SHARES (JERSEY) position peaked at $6K in Q2 2013.
4 funds tracked by Wall St. Rank held VELTI PLC, ST HELIER ORDINARY SHARES (JERSEY) as of Q1 2014.

Based on Creative Planning's 13F filing for Q1 2014, filed 11 Apr 2014.