Creative Planning
GWGH

Creative Planning’s GWG Holdings, Inc GWGH Stock Holding History

Creative Planning’s Portfolio GWGH Stock Details GWGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,000
Closed -$21K – 4048
2017
Q2 		$21K Hold
2,000
– – ﹤0.01% 3167
2017
Q1 		$22K Hold
2,000
– – ﹤0.01% 3073
2016
Q4 		$16K Buy
+2,000
New +$16.6K ﹤0.01% 3237

Other funds holding GWGH

IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning's GWGH Position: Q3 2017 in Review

Creative Planning sold out of GWG Holdings, Inc (GWGH) in Q3 2017, closing a stake of 2,000 shares — an estimated $21K sold.

Creative Planning first reported a position in GWGH in Q4 2016 and held it in 3 quarters. The position peaked at $22K in Q1 2017. 6 funds tracked by Wall St. Rank hold GWGH as of Q3 2017.

  • Creative Planning reported no remaining GWG Holdings, Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,000 GWG Holdings, Inc shares in Q3 2017, an estimated $21K.
  • Creative Planning first reported a position in GWG Holdings, Inc in Q4 2016 and held it in 3 quarters.
  • Creative Planning's GWG Holdings, Inc position peaked at $22K in Q1 2017.
  • 6 funds tracked by Wall St. Rank held GWG Holdings, Inc as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.