Creative Planning
JRCC

Creative Planning’s JAMES RIVER COAL NEW JRCC Stock Holding History

Creative Planning’s Portfolio JRCC Stock Details JRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-2,640
Closed -$2K – 4160
2014
Q1 		$2K Hold
2,640
– – ﹤0.01% 3455
2013
Q4 		$4K Buy
2,640
+290
+12% +$484 ﹤0.01% 2969
2013
Q3 		$5K Sell
2,350
-450
-16% -$909 ﹤0.01% 2769
2013
Q2 		$5K Buy
+2,800
New +$6.04K ﹤0.01% 2591

Other funds holding JRCC

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Creative Planning's JRCC Position: Q2 2014 in Review

Creative Planning sold out of JAMES RIVER COAL NEW (JRCC) in Q2 2014, closing a stake of 2,640 shares — an estimated $2K sold.

Creative Planning first reported a position in JRCC in Q2 2013 and held it in 4 quarters. The position peaked at $5K in Q3 2013. 7 funds tracked by Wall St. Rank hold JRCC as of Q2 2014.

  • Creative Planning reported no remaining JAMES RIVER COAL NEW position as of Q2 2014 after selling out during the quarter.
  • Creative Planning sold 2,640 JAMES RIVER COAL NEW shares in Q2 2014, an estimated $2K.
  • Creative Planning first reported a position in JAMES RIVER COAL NEW in Q2 2013 and held it in 4 quarters.
  • Creative Planning's JAMES RIVER COAL NEW position peaked at $5K in Q3 2013.
  • 7 funds tracked by Wall St. Rank held JAMES RIVER COAL NEW as of Q2 2014.

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