Creative Planning
DM

Creative Planning’s DOLAN COMPANY COMMON STOCK DM Stock Holding History

Creative Planning’s Portfolio DM Stock Details DM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-17
Closed – – 3925
2013
Q4 		$0 Hold
17
– – ﹤0.01% 3655
2013
Q3 		$0 Hold
17
– – ﹤0.01% 3506
2013
Q2 		$0 Buy
+17
New +$30 ﹤0.01% 3189

Other funds holding DM

CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Creative Planning's DM Position: Q1 2014 in Review

Creative Planning sold out of DOLAN COMPANY COMMON STOCK (DM) in Q1 2014, closing a stake of 17 shares.

Creative Planning first reported a position in DM in Q2 2013 and held it in 3 quarters. The position peaked at $0 in Q4 2013. 4 funds tracked by Wall St. Rank hold DM as of Q1 2014.

  • Creative Planning reported no remaining DOLAN COMPANY COMMON STOCK position as of Q1 2014 after selling out during the quarter.
  • Creative Planning sold 17 DOLAN COMPANY COMMON STOCK shares in Q1 2014.
  • Creative Planning first reported a position in DOLAN COMPANY COMMON STOCK in Q2 2013 and held it in 3 quarters.
  • Creative Planning's DOLAN COMPANY COMMON STOCK position peaked at $0 in Q4 2013.
  • 4 funds tracked by Wall St. Rank held DOLAN COMPANY COMMON STOCK as of Q1 2014.

Based on Creative Planning's 13F filing for Q1 2014, filed 11 Apr 2014.