Creative Planning’s JARDEN CORPORATION JAH Stock Holding History

Creative Planning’s Portfolio JAH Stock Details JAH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-3,976	Closed	-$234K	–	4721
2016 Q1	$234K	Sell	3,976 -1,400	-26%	-$74.9K	﹤0.01%	1129
2015 Q4	$307K	Buy	5,376 +1,025	+24%	+$51.4K	﹤0.01%	983
2015 Q3	$213K	Buy	+4,351	New	+$230K	﹤0.01%	1161
2015 Q2	–	Sell	-3,263	Closed	-$173K	–	3894
2015 Q1	$173K	Sell	3,263 -2	-0.1%	-$101	﹤0.01%	1270
2014 Q4	$156K	Buy	3,265 +335	+11%	+$14.6K	﹤0.01%	1292
2014 Q3	$117K	Buy	2,930 +9	+0.3%	+$352	﹤0.01%	1371
2014 Q2	$116K	Buy	2,921 +30	+1%	+$1.14K	﹤0.01%	1353
2014 Q1	$115K	Hold	2,891	–	–	﹤0.01%	1320
2013 Q4	$118K	Buy	2,891 +338	+13%	+$12.3K	﹤0.01%	1112
2013 Q3	$82K	Sell	2,553 -1,407	-36%	-$43.4K	﹤0.01%	1239
2013 Q2	$116K	Buy	+3,960	New	+$119K	﹤0.01%	909

Other funds holding JAH

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

OAM

Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Creative Planning's JAH Position: Q2 2016 in Review

Creative Planning sold out of JARDEN CORPORATION (JAH) in Q2 2016, closing a stake of 3,976 shares — an estimated $234K sold.

Creative Planning first reported a position in JAH in Q2 2013 and held it in 11 quarters. The position peaked at $307K in Q4 2015. 3 funds tracked by Wall St. Rank hold JAH as of Q2 2016.

Creative Planning reported no remaining JARDEN CORPORATION position as of Q2 2016 after selling out during the quarter.
Creative Planning sold 3,976 JARDEN CORPORATION shares in Q2 2016, an estimated $234K.
Creative Planning first reported a position in JARDEN CORPORATION in Q2 2013 and held it in 11 quarters.
Creative Planning's JARDEN CORPORATION position peaked at $307K in Q4 2015.
3 funds tracked by Wall St. Rank held JARDEN CORPORATION as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.