Creative Planning’s SWS GROUP INC SWS Stock Holding History

Creative Planning’s Portfolio SWS Stock Details SWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-225	Closed	-$2K	–	4652
2014 Q4	$2K	Hold	225	–	–	﹤0.01%	3917
2014 Q3	$2K	Hold	225	–	–	﹤0.01%	3768
2014 Q2	$2K	Hold	225	–	–	﹤0.01%	3591
2014 Q1	$2K	Hold	225	–	–	﹤0.01%	3447
2013 Q4	$1K	Hold	225	–	–	﹤0.01%	3275
2013 Q3	$1K	Hold	225	–	–	﹤0.01%	3171
2013 Q2	$1K	Buy	+225	New	+$1.3K	﹤0.01%	3029

Creative Planning's SWS Position: Q1 2015 in Review

Creative Planning sold out of SWS GROUP INC (SWS) in Q1 2015, closing a stake of 225 shares — an estimated $2K sold.

Creative Planning first reported a position in SWS in Q2 2013 and held it in 7 quarters. The position peaked at $2K in Q4 2014. 0 funds tracked by Wall St. Rank hold SWS as of Q1 2015.

Creative Planning reported no remaining SWS GROUP INC position as of Q1 2015 after selling out during the quarter.
Creative Planning sold 225 SWS GROUP INC shares in Q1 2015, an estimated $2K.
Creative Planning first reported a position in SWS GROUP INC in Q2 2013 and held it in 7 quarters.
Creative Planning's SWS GROUP INC position peaked at $2K in Q4 2014.
0 funds tracked by Wall St. Rank held SWS GROUP INC as of Q1 2015.

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