Creative Planning
BKW

Creative Planning’s BURGER KING WORLDWIDE BKW Stock Holding History

Creative Planning’s Portfolio BKW Stock Details BKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-200
Closed -$6K – 4564
2014
Q3 		$6K Hold
200
– – ﹤0.01% 3254
2014
Q2 		$5K Hold
200
– – ﹤0.01% 3274
2014
Q1 		$5K Hold
200
– – ﹤0.01% 3141
2013
Q4 		$5K Sell
200
-100
-33% -$2.06K ﹤0.01% 2880
2013
Q3 		$6K Buy
+300
New +$5.91K ﹤0.01% 2698

Other funds holding BKW

TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Creative Planning's BKW Position: Q4 2014 in Review

Creative Planning sold out of BURGER KING WORLDWIDE (BKW) in Q4 2014, closing a stake of 200 shares — an estimated $6K sold.

Creative Planning first reported a position in BKW in Q3 2013 and held it in 5 quarters. The position peaked at $6K in Q3 2014. 1 fund tracked by Wall St. Rank holds BKW as of Q4 2014.

  • Creative Planning reported no remaining BURGER KING WORLDWIDE position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 200 BURGER KING WORLDWIDE shares in Q4 2014, an estimated $6K.
  • Creative Planning first reported a position in BURGER KING WORLDWIDE in Q3 2013 and held it in 5 quarters.
  • Creative Planning's BURGER KING WORLDWIDE position peaked at $6K in Q3 2014.
  • 1 fund tracked by Wall St. Rank held BURGER KING WORLDWIDE as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.