Creative Planning’s GENERAL MTRS CO JR PFD CONV SER B (DE) GM.PRB Stock Holding History

Creative Planning’s Portfolio GM.PRB Stock Details GM.PRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-925	Closed	-$46K	–	3670
2013 Q3	$46K	Sell	925 -1,000	-52%	-$49.9K	﹤0.01%	1571
2013 Q2	$93K	Buy	+1,925	New	+$90.2K	﹤0.01%	1032

Other funds holding GM.PRB

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

WOC

West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return

Creative Planning's GM.PRB Position: Q4 2013 in Review

Creative Planning sold out of GENERAL MTRS CO JR PFD CONV SER B (DE) (GM.PRB) in Q4 2013, closing a stake of 925 shares — an estimated $46K sold.

Creative Planning first reported a position in GM.PRB in Q2 2013 and held it in 2 quarters. The position peaked at $93K in Q2 2013. 2 funds tracked by Wall St. Rank hold GM.PRB as of Q4 2013.

Creative Planning reported no remaining GENERAL MTRS CO JR PFD CONV SER B (DE) position as of Q4 2013 after selling out during the quarter.
Creative Planning sold 925 GENERAL MTRS CO JR PFD CONV SER B (DE) shares in Q4 2013, an estimated $46K.
Creative Planning first reported a position in GENERAL MTRS CO JR PFD CONV SER B (DE) in Q2 2013 and held it in 2 quarters.
Creative Planning's GENERAL MTRS CO JR PFD CONV SER B (DE) position peaked at $93K in Q2 2013.
2 funds tracked by Wall St. Rank held GENERAL MTRS CO JR PFD CONV SER B (DE) as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.