Creative Planning
FWLT

Creative Planning’s FOSTER WHEELER AG (SWITZERLAND) FWLT Stock Holding History

Creative Planning’s Portfolio FWLT Stock Details FWLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-450
Closed -$14K – 4610
2014
Q3 		$14K Buy
450
+150
+50% +$4.9K ﹤0.01% 2774
2014
Q2 		$10K Sell
300
-50
-14% -$1.69K ﹤0.01% 2901
2014
Q1 		$11K Sell
350
-44
-11% -$1.38K ﹤0.01% 2737
2013
Q4 		$13K Sell
394
-160
-29% -$4.68K ﹤0.01% 2445
2013
Q3 		$15K Buy
554
+160
+41% +$3.74K ﹤0.01% 2268
2013
Q2 		$9K Buy
+394
New +$8.74K ﹤0.01% 2339

Other funds holding FWLT

TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
HHMI
Howard Hughes Medical Institute Chevy Chase, Maryland $416M AUM 13.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
RCM
Riverhead Capital Management Wilmington, Delaware $2.71B AUM 2.34% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
ST
Spot Trading Chicago, Illinois $5.81B AUM 22.41% 1-Year Est. Return

Creative Planning's FWLT Position: Q4 2014 in Review

Creative Planning sold out of FOSTER WHEELER AG (SWITZERLAND) (FWLT) in Q4 2014, closing a stake of 450 shares — an estimated $14K sold.

Creative Planning first reported a position in FWLT in Q2 2013 and held it in 6 quarters. The position peaked at $15K in Q3 2013. 17 funds tracked by Wall St. Rank hold FWLT as of Q4 2014.

  • Creative Planning reported no remaining FOSTER WHEELER AG (SWITZERLAND) position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 450 FOSTER WHEELER AG (SWITZERLAND) shares in Q4 2014, an estimated $14K.
  • Creative Planning first reported a position in FOSTER WHEELER AG (SWITZERLAND) in Q2 2013 and held it in 6 quarters.
  • Creative Planning's FOSTER WHEELER AG (SWITZERLAND) position peaked at $15K in Q3 2013.
  • 17 funds tracked by Wall St. Rank held FOSTER WHEELER AG (SWITZERLAND) as of Q4 2014.

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