Creative Planning
GRX.RT

Creative Planning’s GABELLI HEALTHCARE & WELLNESS RT EXP 07/08/2014 GRX.RT Stock Holding History

Creative Planning’s Portfolio GRX.RT Stock Details GRX.RT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-546
Closed – – 4410
2014
Q2 		$0 Buy
+546
New +$188 ﹤0.01% 4216

Creative Planning's GRX.RT Position: Q3 2014 in Review

Creative Planning sold out of GABELLI HEALTHCARE & WELLNESS RT EXP 07/08/2014 (GRX.RT) in Q3 2014, closing a stake of 546 shares.

Creative Planning first reported a position in GRX.RT in Q2 2014 and held it in 1 quarter. The position peaked at $0 in Q2 2014. 0 funds tracked by Wall St. Rank hold GRX.RT as of Q3 2014.

  • Creative Planning reported no remaining GABELLI HEALTHCARE & WELLNESS RT EXP 07/08/2014 position as of Q3 2014 after selling out during the quarter.
  • Creative Planning sold 546 GABELLI HEALTHCARE & WELLNESS RT EXP 07/08/2014 shares in Q3 2014.
  • Creative Planning first reported a position in GABELLI HEALTHCARE & WELLNESS RT EXP 07/08/2014 in Q2 2014 and held it in 1 quarter.
  • Creative Planning's GABELLI HEALTHCARE & WELLNESS RT EXP 07/08/2014 position peaked at $0 in Q2 2014.
  • 0 funds tracked by Wall St. Rank held GABELLI HEALTHCARE & WELLNESS RT EXP 07/08/2014 as of Q3 2014.

Based on Creative Planning's 13F filing for Q3 2014, filed 10 Oct 2014.