Creative Planning’s BLACKROCK HIGH INCM SHS SHS BEN INT HIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2013
Q4
Sell
-6,057
Closed -$13K 3672
2013
Q3
$13K Sell
6,057
-7,093
-54% -$14.6K ﹤0.01% 2342
2013
Q2
$28K Buy
+13,150
New +$30K ﹤0.01% 1731

Creative Planning's HIS Position: Q4 2013 in Review

Creative Planning sold out of BLACKROCK HIGH INCM SHS SHS BEN INT (HIS) in Q4 2013, closing a stake of 6,057 shares — an estimated $13K sold.

Creative Planning first reported a position in HIS in Q2 2013 and held it in 2 quarters. The position peaked at $28K in Q2 2013. 0 funds tracked by Wall St. Rank hold HIS as of Q4 2013.

  • Creative Planning reported no remaining BLACKROCK HIGH INCM SHS SHS BEN INT position as of Q4 2013 after selling out during the quarter.
  • Creative Planning sold 6,057 BLACKROCK HIGH INCM SHS SHS BEN INT shares in Q4 2013, an estimated $13K.
  • Creative Planning first reported a position in BLACKROCK HIGH INCM SHS SHS BEN INT in Q2 2013 and held it in 2 quarters.
  • Creative Planning's BLACKROCK HIGH INCM SHS SHS BEN INT position peaked at $28K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held BLACKROCK HIGH INCM SHS SHS BEN INT as of Q4 2013.

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