Creative Planning’s Walter Investment Mgt Corp WAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,332	Closed	-$1K	–	4479
2017 Q2	$1K	Sell	1,332 -201	-13%	-$232	﹤0.01%	4568
2017 Q1	$2K	Hold	1,533	–	–	﹤0.01%	4380
2016 Q4	$7K	Hold	1,533	–	–	﹤0.01%	3810
2016 Q3	$6K	Buy	1,533 +199	+15%	+$627	﹤0.01%	3843
2016 Q2	$4K	Hold	1,334	–	–	﹤0.01%	3818
2016 Q1	$10K	Buy	1,334 +2	+0.2%	+$18	﹤0.01%	3262
2015 Q4	$19K	Sell	1,332 -2	-0.1%	-$27	﹤0.01%	2902
2015 Q3	$22K	Buy	+1,334	New	+$24.1K	﹤0.01%	2663
2015 Q2	–	Sell	-1,332	Closed	-$22K	–	3678
2015 Q1	$22K	Sell	1,332 -95	-7%	-$1.6K	﹤0.01%	2657
2014 Q4	$24K	Buy	1,427 +201	+16%	+$3.88K	﹤0.01%	2539
2014 Q3	$27K	Hold	1,226	–	–	﹤0.01%	2343
2014 Q2	$37K	Hold	1,226	–	–	﹤0.01%	2098
2014 Q1	$37K	Sell	1,226 -584	-32%	-$17.5K	﹤0.01%	1998
2013 Q4	$64K	Sell	1,810 -9	-0.5%	-$339	﹤0.01%	1447
2013 Q3	$72K	Hold	1,819	–	–	﹤0.01%	1314
2013 Q2	$62K	Buy	+1,819	New	+$64.6K	﹤0.01%	1266