Creative Planning
QRM

Creative Planning’s QUEST RARE MINERALS LTD COM SHS CANADA QRM Stock Holding History

Creative Planning’s Portfolio QRM Stock Details QRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,210
Closed – – 4623
2014
Q4 		$0 Hold
2,210
– – ﹤0.01% 4546
2014
Q3 		$0 Hold
2,210
– – ﹤0.01% 4320
2014
Q2 		$1K Hold
2,210
– – ﹤0.01% 3721
2014
Q1 		$1K Hold
2,210
– – ﹤0.01% 3583
2013
Q4 		$1K Hold
2,210
– – ﹤0.01% 3273
2013
Q3 		$2K Hold
2,210
– – ﹤0.01% 3054
2013
Q2 		$1K Buy
+2,210
New +$1.14K ﹤0.01% 3026

Other funds holding QRM

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Creative Planning's QRM Position: Q1 2015 in Review

Creative Planning sold out of QUEST RARE MINERALS LTD COM SHS CANADA (QRM) in Q1 2015, closing a stake of 2,210 shares.

Creative Planning first reported a position in QRM in Q2 2013 and held it in 7 quarters. The position peaked at $2K in Q3 2013. 1 fund tracked by Wall St. Rank holds QRM as of Q1 2015.

  • Creative Planning reported no remaining QUEST RARE MINERALS LTD COM SHS CANADA position as of Q1 2015 after selling out during the quarter.
  • Creative Planning sold 2,210 QUEST RARE MINERALS LTD COM SHS CANADA shares in Q1 2015.
  • Creative Planning first reported a position in QUEST RARE MINERALS LTD COM SHS CANADA in Q2 2013 and held it in 7 quarters.
  • Creative Planning's QUEST RARE MINERALS LTD COM SHS CANADA position peaked at $2K in Q3 2013.
  • 1 fund tracked by Wall St. Rank held QUEST RARE MINERALS LTD COM SHS CANADA as of Q1 2015.

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