Creative Planning’s MEADWESTVACO CORP MWV Stock Holding History

Creative Planning’s Portfolio MWV Stock Details MWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-5,582	Closed	-$278K	–	4041
2015 Q1	$278K	Buy	5,582 +523	+10%	+$26K	﹤0.01%	1039
2014 Q4	$225K	Buy	5,059 +405	+9%	+$17.5K	﹤0.01%	1063
2014 Q3	$191K	Buy	4,654 +4	+0.1%	+$171	﹤0.01%	1083
2014 Q2	$206K	Sell	4,650 -180	-4%	-$7.3K	﹤0.01%	1019
2014 Q1	$182K	Sell	4,830 -212	-4%	-$7.71K	﹤0.01%	1047
2013 Q4	$186K	Buy	5,042 +552	+12%	+$19.9K	﹤0.01%	900
2013 Q3	$172K	Buy	4,490 +690	+18%	+$25.4K	﹤0.01%	828
2013 Q2	$130K	Buy	+3,800	New	+$134K	﹤0.01%	854

Other funds holding MWV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's MWV Position: Q2 2015 in Review

Creative Planning sold out of MEADWESTVACO CORP (MWV) in Q2 2015, closing a stake of 5,582 shares — an estimated $278K sold.

Creative Planning first reported a position in MWV in Q2 2013 and held it in 8 quarters. The position peaked at $278K in Q1 2015. 365 funds tracked by Wall St. Rank hold MWV as of Q2 2015.

Creative Planning reported no remaining MEADWESTVACO CORP position as of Q2 2015 after selling out during the quarter.
Creative Planning sold 5,582 MEADWESTVACO CORP shares in Q2 2015, an estimated $278K.
Creative Planning first reported a position in MEADWESTVACO CORP in Q2 2013 and held it in 8 quarters.
Creative Planning's MEADWESTVACO CORP position peaked at $278K in Q1 2015.
365 funds tracked by Wall St. Rank held MEADWESTVACO CORP as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.