Creative Planning’s Willbros Group WG Stock Holding History

Creative Planning’s Portfolio WG Stock Details WG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,000	Closed	-$5K	–	4461
2017 Q2	$5K	Hold	2,000	–	–	﹤0.01%	4042
2017 Q1	$5K	Hold	2,000	–	–	﹤0.01%	4008
2016 Q4	$6K	Sell	2,000 -500	-20%	-$1.16K	﹤0.01%	3906
2016 Q3	$5K	Hold	2,500	–	–	﹤0.01%	3932
2016 Q2	$6K	Hold	2,500	–	–	﹤0.01%	3584
2016 Q1	$5K	Hold	2,500	–	–	﹤0.01%	3639
2015 Q4	$7K	Sell	2,500 -300	-11%	-$726	﹤0.01%	3544
2015 Q3	$4K	Buy	+2,800	New	+$2.93K	﹤0.01%	3773
2015 Q2	–	Sell	-1,500	Closed	-$5K	–	3662
2015 Q1	$5K	Sell	1,500 -150	-9%	-$821	﹤0.01%	3575
2014 Q4	$10K	Hold	1,650	–	–	﹤0.01%	3147
2014 Q3	$14K	Buy	1,650 +150	+10%	+$1.64K	﹤0.01%	2765
2014 Q2	$19K	Hold	1,500	–	–	﹤0.01%	2535
2014 Q1	$19K	Hold	1,500	–	–	﹤0.01%	2420
2013 Q4	$14K	Hold	1,500	–	–	﹤0.01%	2399
2013 Q3	$14K	Sell	1,500 -300	-17%	-$2.52K	﹤0.01%	2297
2013 Q2	$11K	Buy	+1,800	New	+$14.4K	﹤0.01%	2252

Other funds holding WG

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCM

Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Creative Planning's WG Position: Q3 2017 in Review

Creative Planning sold out of Willbros Group (WG) in Q3 2017, closing a stake of 2,000 shares — an estimated $5K sold.

Creative Planning first reported a position in WG in Q2 2013 and held it in 16 quarters. The position peaked at $19K in Q2 2014. 89 funds tracked by Wall St. Rank hold WG as of Q3 2017.

Creative Planning reported no remaining Willbros Group position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 2,000 Willbros Group shares in Q3 2017, an estimated $5K.
Creative Planning first reported a position in Willbros Group in Q2 2013 and held it in 16 quarters.
Creative Planning's Willbros Group position peaked at $19K in Q2 2014.
89 funds tracked by Wall St. Rank held Willbros Group as of Q3 2017.

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