Creative Planning’s MWI VETERINARY SUPPLY, INC. MWIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-867
Closed -$147K 4621
2014
Q4
$147K Buy
867
+725
+511% +$116K ﹤0.01% 1321
2014
Q3
$21K Sell
142
-34
-19% -$4.89K ﹤0.01% 2528
2014
Q2
$25K Buy
176
+14
+9% +$2.06K ﹤0.01% 2369
2014
Q1
$25K Buy
162
+30
+23% +$5.03K ﹤0.01% 2258
2013
Q4
$22K Buy
132
+100
+313% +$16.6K ﹤0.01% 2140
2013
Q3
$5K Hold
32
﹤0.01% 2765
2013
Q2
$4K Buy
+32
New +$3.92K ﹤0.01% 2669

Other funds holding MWIV

Creative Planning's MWIV Position: Q1 2015 in Review

Creative Planning sold out of MWI VETERINARY SUPPLY, INC. (MWIV) in Q1 2015, closing a stake of 867 shares — an estimated $147K sold.

Creative Planning first reported a position in MWIV in Q2 2013 and held it in 7 quarters. The position peaked at $147K in Q4 2014. 1 fund tracked by Wall St. Rank holds MWIV as of Q1 2015.

  • Creative Planning reported no remaining MWI VETERINARY SUPPLY, INC. position as of Q1 2015 after selling out during the quarter.
  • Creative Planning sold 867 MWI VETERINARY SUPPLY, INC. shares in Q1 2015, an estimated $147K.
  • Creative Planning first reported a position in MWI VETERINARY SUPPLY, INC. in Q2 2013 and held it in 7 quarters.
  • Creative Planning's MWI VETERINARY SUPPLY, INC. position peaked at $147K in Q4 2014.
  • 1 fund tracked by Wall St. Rank held MWI VETERINARY SUPPLY, INC. as of Q1 2015.

Based on Creative Planning's 13F filing for Q1 2015, filed 13 Apr 2015.