Creative Planning
WAIR

Creative Planning’s WESCO Aircraft Holdings Inc. WAIR Stock Holding History

Creative Planning’s Portfolio WAIR Stock Details WAIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-233
Closed -$3K – 4955
2017
Q1 		$3K Buy
+233
New +$3.08K ﹤0.01% 4218
2016
Q2 		– Sell
-200
Closed -$3K – 4603
2016
Q1 		$3K Buy
+200
New +$2.44K ﹤0.01% 3860

Other funds holding WAIR

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
MP
Makaira Partners La Jolla, California $128M AUM 14.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return

Creative Planning's WAIR Position: Q2 2017 in Review

Creative Planning sold out of WESCO Aircraft Holdings Inc. (WAIR) in Q2 2017, closing a stake of 233 shares — an estimated $3K sold.

Creative Planning first reported a position in WAIR in Q1 2016 and held it in 2 quarters. The position peaked at $3K in Q1 2017. 111 funds tracked by Wall St. Rank hold WAIR as of Q2 2017.

  • Creative Planning reported no remaining WESCO Aircraft Holdings Inc. position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 233 WESCO Aircraft Holdings Inc. shares in Q2 2017, an estimated $3K.
  • Creative Planning first reported a position in WESCO Aircraft Holdings Inc. in Q1 2016 and held it in 2 quarters.
  • Creative Planning's WESCO Aircraft Holdings Inc. position peaked at $3K in Q1 2017.
  • 111 funds tracked by Wall St. Rank held WESCO Aircraft Holdings Inc. as of Q2 2017.

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