Creative Planning’s YODLEE INC COMMON STOCK YDLE Stock Holding History

Creative Planning’s Portfolio YDLE Stock Details YDLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-7,062	Closed	-$114K	–	4815
2015 Q3	$114K	Buy	+7,062	New	+$106K	﹤0.01%	1518
2015 Q2	–	Sell	-100	Closed	-$1K	–	3980
2015 Q1	$1K	Sell	100 -400	-80%	-$4.69K	﹤0.01%	4150
2014 Q4	$6K	Buy	+500	New	+$6.47K	﹤0.01%	3459

Creative Planning's YDLE Position: Q4 2015 in Review

Creative Planning sold out of YODLEE INC COMMON STOCK (YDLE) in Q4 2015, closing a stake of 7,062 shares — an estimated $114K sold.

Creative Planning first reported a position in YDLE in Q4 2014 and held it in 3 quarters. The position peaked at $114K in Q3 2015. 0 funds tracked by Wall St. Rank hold YDLE as of Q4 2015.

Creative Planning reported no remaining YODLEE INC COMMON STOCK position as of Q4 2015 after selling out during the quarter.
Creative Planning sold 7,062 YODLEE INC COMMON STOCK shares in Q4 2015, an estimated $114K.
Creative Planning first reported a position in YODLEE INC COMMON STOCK in Q4 2014 and held it in 3 quarters.
Creative Planning's YODLEE INC COMMON STOCK position peaked at $114K in Q3 2015.
0 funds tracked by Wall St. Rank held YODLEE INC COMMON STOCK as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.