Creative Planning’s WaferGen Bio-systems, Inc. WGBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-20,861
Closed -$103K 5119
2016
Q4
$103K Buy
20,861
+6,961
+50% +$30.6K ﹤0.01% 1845
2016
Q3
$58K Buy
+13,900
New +$62.3K ﹤0.01% 2248

Creative Planning's WGBS Position: Q1 2017 in Review

Creative Planning sold out of WaferGen Bio-systems, Inc. (WGBS) in Q1 2017, closing a stake of 20,861 shares — an estimated $103K sold.

Creative Planning first reported a position in WGBS in Q3 2016 and held it in 2 quarters. The position peaked at $103K in Q4 2016. 0 funds tracked by Wall St. Rank hold WGBS as of Q1 2017.

  • Creative Planning reported no remaining WaferGen Bio-systems, Inc. position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 20,861 WaferGen Bio-systems, Inc. shares in Q1 2017, an estimated $103K.
  • Creative Planning first reported a position in WaferGen Bio-systems, Inc. in Q3 2016 and held it in 2 quarters.
  • Creative Planning's WaferGen Bio-systems, Inc. position peaked at $103K in Q4 2016.
  • 0 funds tracked by Wall St. Rank held WaferGen Bio-systems, Inc. as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.