Creative Planning
CSE

Creative Planning’s CAPITALSOURCE INC CSE Stock Holding History

Creative Planning’s Portfolio CSE Stock Details CSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-100
Closed -$1K – 4161
2014
Q1 		$1K Hold
100
– – ﹤0.01% 3588
2013
Q4 		$1K Sell
100
-300
-75% -$4.03K ﹤0.01% 3279
2013
Q3 		$5K Buy
+400
New +$4.53K ﹤0.01% 2770

Creative Planning's CSE Position: Q2 2014 in Review

Creative Planning sold out of CAPITALSOURCE INC (CSE) in Q2 2014, closing a stake of 100 shares — an estimated $1K sold.

Creative Planning first reported a position in CSE in Q3 2013 and held it in 3 quarters. The position peaked at $5K in Q3 2013. 0 funds tracked by Wall St. Rank hold CSE as of Q2 2014.

  • Creative Planning reported no remaining CAPITALSOURCE INC position as of Q2 2014 after selling out during the quarter.
  • Creative Planning sold 100 CAPITALSOURCE INC shares in Q2 2014, an estimated $1K.
  • Creative Planning first reported a position in CAPITALSOURCE INC in Q3 2013 and held it in 3 quarters.
  • Creative Planning's CAPITALSOURCE INC position peaked at $5K in Q3 2013.
  • 0 funds tracked by Wall St. Rank held CAPITALSOURCE INC as of Q2 2014.

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