Creative Planning
HWCC

Creative Planning’s Houston Wire & Cable Company HWCC Stock Holding History

Creative Planning’s Portfolio HWCC Stock Details HWCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,400
Closed -$15K – 4658
2015
Q3 		$15K Buy
+2,400
New +$19.8K ﹤0.01% 2969
2015
Q2 		– Sell
-100
Closed -$1K – 3382
2015
Q1 		$1K Hold
100
– – ﹤0.01% 4103
2014
Q4 		$1K Buy
+100
New +$1.25K ﹤0.01% 4038

Other funds holding HWCC

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Creative Planning's HWCC Position: Q4 2015 in Review

Creative Planning sold out of Houston Wire & Cable Company (HWCC) in Q4 2015, closing a stake of 2,400 shares — an estimated $15K sold.

Creative Planning first reported a position in HWCC in Q4 2014 and held it in 3 quarters. The position peaked at $15K in Q3 2015. 74 funds tracked by Wall St. Rank hold HWCC as of Q4 2015.

  • Creative Planning reported no remaining Houston Wire & Cable Company position as of Q4 2015 after selling out during the quarter.
  • Creative Planning sold 2,400 Houston Wire & Cable Company shares in Q4 2015, an estimated $15K.
  • Creative Planning first reported a position in Houston Wire & Cable Company in Q4 2014 and held it in 3 quarters.
  • Creative Planning's Houston Wire & Cable Company position peaked at $15K in Q3 2015.
  • 74 funds tracked by Wall St. Rank held Houston Wire & Cable Company as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.