Creative Planning’s WHITING USA TRUST I UNITS OF BENE INT WHX Stock Holding History

Creative Planning’s Portfolio WHX Stock Details WHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-1,800	Closed	-$3K	–	4628
2014 Q4	$3K	Buy	1,800 +200	+13%	+$465	﹤0.01%	3772
2014 Q3	$4K	Hold	1,600	–	–	﹤0.01%	3460
2014 Q2	$4K	Sell	1,600 -2,200	-58%	-$5.28K	﹤0.01%	3369
2014 Q1	$10K	Buy	3,800 +1,400	+58%	+$7.6K	﹤0.01%	2778
2013 Q4	$13K	Sell	2,400 -300	-11%	-$1.51K	﹤0.01%	2444
2013 Q3	$12K	Sell	2,700 -600	-18%	-$2.72K	﹤0.01%	2388
2013 Q2	$12K	Buy	+3,300	New	+$19.5K	﹤0.01%	2206

Other funds holding WHX

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Creative Planning's WHX Position: Q1 2015 in Review

Creative Planning sold out of WHITING USA TRUST I UNITS OF BENE INT (WHX) in Q1 2015, closing a stake of 1,800 shares — an estimated $3K sold.

Creative Planning first reported a position in WHX in Q2 2013 and held it in 7 quarters. The position peaked at $13K in Q4 2013. 3 funds tracked by Wall St. Rank hold WHX as of Q1 2015.

Creative Planning reported no remaining WHITING USA TRUST I UNITS OF BENE INT position as of Q1 2015 after selling out during the quarter.
Creative Planning sold 1,800 WHITING USA TRUST I UNITS OF BENE INT shares in Q1 2015, an estimated $3K.
Creative Planning first reported a position in WHITING USA TRUST I UNITS OF BENE INT in Q2 2013 and held it in 7 quarters.
Creative Planning's WHITING USA TRUST I UNITS OF BENE INT position peaked at $13K in Q4 2013.
3 funds tracked by Wall St. Rank held WHITING USA TRUST I UNITS OF BENE INT as of Q1 2015.

Based on Creative Planning's 13F filing for Q1 2015, filed 13 Apr 2015.