Creative Planning’s JOS A BANK CLOTHIERS INC JOSB Stock Holding History

Creative Planning’s Portfolio JOSB Stock Details JOSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-25	Closed	-$2K	–	4140
2014 Q1	$2K	Sell	25 -1,800	-99%	-$105K	﹤0.01%	3451
2013 Q4	$100K	Buy	1,825 +1,800	+7,200%	+$92.3K	﹤0.01%	1200
2013 Q3	$1K	Hold	25	–	–	﹤0.01%	3173
2013 Q2	$1K	Buy	+25	New	+$1.07K	﹤0.01%	3032

Other funds holding JOSB

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's JOSB Position: Q2 2014 in Review

Creative Planning sold out of JOS A BANK CLOTHIERS INC (JOSB) in Q2 2014, closing a stake of 25 shares — an estimated $2K sold.

Creative Planning first reported a position in JOSB in Q2 2013 and held it in 4 quarters. The position peaked at $100K in Q4 2013. 2 funds tracked by Wall St. Rank hold JOSB as of Q2 2014.

Creative Planning reported no remaining JOS A BANK CLOTHIERS INC position as of Q2 2014 after selling out during the quarter.
Creative Planning sold 25 JOS A BANK CLOTHIERS INC shares in Q2 2014, an estimated $2K.
Creative Planning first reported a position in JOS A BANK CLOTHIERS INC in Q2 2013 and held it in 4 quarters.
Creative Planning's JOS A BANK CLOTHIERS INC position peaked at $100K in Q4 2013.
2 funds tracked by Wall St. Rank held JOS A BANK CLOTHIERS INC as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.