Creative Planning
ROCM

Creative Planning’s ROCHESTER MEDICAL CORP ROCM Stock Holding History

Creative Planning’s Portfolio ROCM Stock Details ROCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,400
Closed -$28K – 3675
2013
Q3 		$28K Buy
1,400
+200
+17% +$3.26K ﹤0.01% 1910
2013
Q2 		$18K Buy
+1,200
New +$17.1K ﹤0.01% 2010

Creative Planning's ROCM Position: Q4 2013 in Review

Creative Planning sold out of ROCHESTER MEDICAL CORP (ROCM) in Q4 2013, closing a stake of 1,400 shares — an estimated $28K sold.

Creative Planning first reported a position in ROCM in Q2 2013 and held it in 2 quarters. The position peaked at $28K in Q3 2013. 0 funds tracked by Wall St. Rank hold ROCM as of Q4 2013.

  • Creative Planning reported no remaining ROCHESTER MEDICAL CORP position as of Q4 2013 after selling out during the quarter.
  • Creative Planning sold 1,400 ROCHESTER MEDICAL CORP shares in Q4 2013, an estimated $28K.
  • Creative Planning first reported a position in ROCHESTER MEDICAL CORP in Q2 2013 and held it in 2 quarters.
  • Creative Planning's ROCHESTER MEDICAL CORP position peaked at $28K in Q3 2013.
  • 0 funds tracked by Wall St. Rank held ROCHESTER MEDICAL CORP as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.