Creative Planning
WHLM

Creative Planning’s Wilhelmina International, Inc WHLM Stock Holding History

Creative Planning’s Portfolio WHLM Stock Details WHLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,197
Closed -$9K – 4767
2016
Q2 		$9K Hold
1,197
– – ﹤0.01% 3336
2016
Q1 		$7K Hold
1,197
– – ﹤0.01% 3429
2015
Q4 		$9K Hold
1,197
– – ﹤0.01% 3376
2015
Q3 		$7K Buy
+1,197
New +$6.96K ﹤0.01% 3451
2015
Q2 		– Sell
-3,497
Closed -$19K – 3131
2015
Q1 		$19K Hold
3,497
– – ﹤0.01% 2769
2014
Q4 		$21K Hold
3,497
– – ﹤0.01% 2620
2014
Q3 		$21K Buy
+3,497
New +$21.9K ﹤0.01% 2524

Other funds holding WHLM

WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
EDRS
Edmond de Rothschild (Suisse) Geneva, Switzerland $325M AUM 9.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return

Creative Planning's WHLM Position: Q3 2016 in Review

Creative Planning sold out of Wilhelmina International, Inc (WHLM) in Q3 2016, closing a stake of 1,197 shares — an estimated $9K sold.

Creative Planning first reported a position in WHLM in Q3 2014 and held it in 7 quarters. The position peaked at $21K in Q4 2014. 12 funds tracked by Wall St. Rank hold WHLM as of Q3 2016.

  • Creative Planning reported no remaining Wilhelmina International, Inc position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 1,197 Wilhelmina International, Inc shares in Q3 2016, an estimated $9K.
  • Creative Planning first reported a position in Wilhelmina International, Inc in Q3 2014 and held it in 7 quarters.
  • Creative Planning's Wilhelmina International, Inc position peaked at $21K in Q4 2014.
  • 12 funds tracked by Wall St. Rank held Wilhelmina International, Inc as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.