Creative Planning’s Western Asset Worldwide Income SBW Stock Holding History

Creative Planning’s Portfolio SBW Stock Details SBW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-39,805	Closed	-$462K	–	5049
2016 Q3	$462K	Buy	39,805 +1,000	+3%	+$11.5K	﹤0.01%	935
2016 Q2	$426K	Hold	38,805	–	–	﹤0.01%	853
2016 Q1	$403K	Hold	38,805	–	–	﹤0.01%	844
2015 Q4	$391K	Hold	38,805	–	–	﹤0.01%	875
2015 Q3	$381K	Hold	38,805	–	–	﹤0.01%	857
2015 Q2	$421K	Hold	38,805	–	–	﹤0.01%	715
2015 Q1	$440K	Hold	38,805	–	–	﹤0.01%	797
2014 Q4	$443K	Sell	38,805 -60	-0.2%	-$711	﹤0.01%	751
2014 Q3	$476K	Hold	38,865	–	–	0.01%	674
2014 Q2	$511K	Hold	38,865	–	–	0.01%	639
2014 Q1	$479K	Sell	38,865 -1,000	-3%	-$12.1K	0.01%	636
2013 Q4	$486K	Buy	39,865 +940	+2%	+$11.5K	0.01%	526
2013 Q3	$489K	Buy	38,925 +38,800	+31,040%	+$484K	0.01%	458
2013 Q2	$2K	Buy	+125	New	+$1.82K	﹤0.01%	2886

Creative Planning's SBW Position: Q4 2016 in Review

Creative Planning sold out of Western Asset Worldwide Income (SBW) in Q4 2016, closing a stake of 39,805 shares — an estimated $462K sold.

Creative Planning first reported a position in SBW in Q2 2013 and held it in 14 quarters. The position peaked at $511K in Q2 2014. 0 funds tracked by Wall St. Rank hold SBW as of Q4 2016.

Creative Planning reported no remaining Western Asset Worldwide Income position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 39,805 Western Asset Worldwide Income shares in Q4 2016, an estimated $462K.
Creative Planning first reported a position in Western Asset Worldwide Income in Q2 2013 and held it in 14 quarters.
Creative Planning's Western Asset Worldwide Income position peaked at $511K in Q2 2014.
0 funds tracked by Wall St. Rank held Western Asset Worldwide Income as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.