Creative Planning’s WAVE SYS CORP CL A NEW COM STK (DE) WAVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-3
Closed 4808
2015
Q4
$0 Hold
3
﹤0.01% 4783
2015
Q3
$0 Buy
+3
New +$6 ﹤0.01% 4438
2015
Q2
Sell
-125
Closed -$1K 3951
2015
Q1
$1K Hold
125
﹤0.01% 4146
2014
Q4
$1K Buy
+125
New +$1.26K ﹤0.01% 4082

Creative Planning's WAVX Position: Q1 2016 in Review

Creative Planning sold out of WAVE SYS CORP CL A NEW COM STK (DE) (WAVX) in Q1 2016, closing a stake of 3 shares.

Creative Planning first reported a position in WAVX in Q4 2014 and held it in 4 quarters. The position peaked at $1K in Q1 2015. 4 funds tracked by Wall St. Rank hold WAVX as of Q1 2016.

  • Creative Planning reported no remaining WAVE SYS CORP CL A NEW COM STK (DE) position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 3 WAVE SYS CORP CL A NEW COM STK (DE) shares in Q1 2016.
  • Creative Planning first reported a position in WAVE SYS CORP CL A NEW COM STK (DE) in Q4 2014 and held it in 4 quarters.
  • Creative Planning's WAVE SYS CORP CL A NEW COM STK (DE) position peaked at $1K in Q1 2015.
  • 4 funds tracked by Wall St. Rank held WAVE SYS CORP CL A NEW COM STK (DE) as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.