Creative Planning’s Universal American Corp UAM Stock Holding History

Creative Planning’s Portfolio UAM Stock Details UAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-25	Closed	–	–	5067
2017 Q1	$0	Hold	25	–	–	﹤0.01%	5102
2016 Q4	$0	Buy	+25	New	+$220	﹤0.01%	5037

Creative Planning's UAM Position: Q2 2017 in Review

Creative Planning sold out of Universal American Corp (UAM) in Q2 2017, closing a stake of 25 shares.

Creative Planning first reported a position in UAM in Q4 2016 and held it in 2 quarters. The position peaked at $0 in Q1 2017. 0 funds tracked by Wall St. Rank hold UAM as of Q2 2017.

Creative Planning reported no remaining Universal American Corp position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 25 Universal American Corp shares in Q2 2017.
Creative Planning first reported a position in Universal American Corp in Q4 2016 and held it in 2 quarters.
Creative Planning's Universal American Corp position peaked at $0 in Q1 2017.
0 funds tracked by Wall St. Rank held Universal American Corp as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.