Creative Planning
WAC

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

Creative Planning’s Portfolio WAC Stock Details WAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-300
Closed -$1K – 5071
2016
Q4 		$1K Buy
+300
New +$1.63K ﹤0.01% 4567

Other funds holding WAC

BRCA
Birch Run Capital Advisors Dallas, Texas $86.9M AUM 87.25% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
ACPU
Arrowgrass Capital Partners (US) Dover, Delaware $380M AUM 20.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return

Creative Planning's WAC Position: Q3 2017 in Review

Creative Planning sold out of Walter Investment Mgt Corp (WAC) in Q3 2017, closing a stake of 1,332 shares — an estimated $1K sold.

Creative Planning first reported a position in WAC in Q2 2013 and held it in 16 quarters. The position peaked at $72K in Q3 2013. 42 funds tracked by Wall St. Rank hold WAC as of Q3 2017.

  • Creative Planning reported no remaining Walter Investment Mgt Corp position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,332 Walter Investment Mgt Corp shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in Walter Investment Mgt Corp in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Walter Investment Mgt Corp position peaked at $72K in Q3 2013.
  • 42 funds tracked by Wall St. Rank held Walter Investment Mgt Corp as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.