Creative Planning’s BEAM INC COM STK (DE) BEAM Stock Holding History

Creative Planning’s Portfolio BEAM Stock Details BEAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-8,192	Closed	-$682K	–	4157
2014 Q1	$682K	Buy	8,192 +3,433	+72%	+$279K	0.01%	504
2013 Q4	$324K	Buy	4,759 +201	+4%	+$13.6K	0.01%	654
2013 Q3	$295K	Sell	4,558 -1,194	-21%	-$76.6K	0.01%	603
2013 Q2	$363K	Buy	+5,752	New	+$373K	0.01%	494

Creative Planning's BEAM Position: Q2 2014 in Review

Creative Planning sold out of BEAM INC COM STK (DE) (BEAM) in Q2 2014, closing a stake of 8,192 shares — an estimated $682K sold.

Creative Planning first reported a position in BEAM in Q2 2013 and held it in 4 quarters. The position peaked at $682K in Q1 2014. 0 funds tracked by Wall St. Rank hold BEAM as of Q2 2014.

Creative Planning reported no remaining BEAM INC COM STK (DE) position as of Q2 2014 after selling out during the quarter.
Creative Planning sold 8,192 BEAM INC COM STK (DE) shares in Q2 2014, an estimated $682K.
Creative Planning first reported a position in BEAM INC COM STK (DE) in Q2 2013 and held it in 4 quarters.
Creative Planning's BEAM INC COM STK (DE) position peaked at $682K in Q1 2014.
0 funds tracked by Wall St. Rank held BEAM INC COM STK (DE) as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.