Creative Planning
XTLY

Creative Planning’s Xactly Corporation XTLY Stock Holding History

Creative Planning’s Portfolio XTLY Stock Details XTLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-500
Closed -$8K – 4725
2017
Q2 		$8K Sell
500
-1,218
-71% -$16.3K ﹤0.01% 3798
2017
Q1 		$20K Hold
1,718
– – ﹤0.01% 3152
2016
Q4 		$19K Buy
1,718
+1,218
+244% +$15.9K ﹤0.01% 3130
2016
Q3 		$7K Buy
+500
New +$6.7K ﹤0.01% 3773

Creative Planning's XTLY Position: Q3 2017 in Review

Creative Planning sold out of Xactly Corporation (XTLY) in Q3 2017, closing a stake of 500 shares — an estimated $8K sold.

Creative Planning first reported a position in XTLY in Q3 2016 and held it in 4 quarters. The position peaked at $20K in Q1 2017. 0 funds tracked by Wall St. Rank hold XTLY as of Q3 2017.

  • Creative Planning reported no remaining Xactly Corporation position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 500 Xactly Corporation shares in Q3 2017, an estimated $8K.
  • Creative Planning first reported a position in Xactly Corporation in Q3 2016 and held it in 4 quarters.
  • Creative Planning's Xactly Corporation position peaked at $20K in Q1 2017.
  • 0 funds tracked by Wall St. Rank held Xactly Corporation as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.