Creative Planning’s Westmoreland Coal Company WLB Stock Holding History

Creative Planning’s Portfolio WLB Stock Details WLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-35,016	Closed	-$14K	–	2231
2018 Q1	$14K	Sell	35,016 -95,000	-73%	-$76.7K	﹤0.01%	1918
2017 Q4	$157K	Buy	130,016 +81,710	+169%	+$140K	﹤0.01%	1667
2017 Q3	$123K	Sell	48,306 -81,186	-63%	-$252K	﹤0.01%	1690
2017 Q2	$631K	Sell	129,492 -139,995	-52%	-$1.23M	﹤0.01%	901
2017 Q1	$3.91M	Buy	269,487 +52,772	+24%	+$840K	0.02%	261
2016 Q4	$3.83M	Sell	216,715 -22,160	-9%	-$309K	0.02%	257
2016 Q3	$2.12M	Buy	238,875 +238,745	+183,650%	+$2.13M	0.01%	363
2016 Q2	$1K	Buy	+130	New	+$1.03K	﹤0.01%	4287

Other funds holding WLB

MAM

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Creative Planning's WLB Position: Q2 2018 in Review

Creative Planning sold out of Westmoreland Coal Company (WLB) in Q2 2018, closing a stake of 35,016 shares — an estimated $14K sold.

Creative Planning first reported a position in WLB in Q2 2016 and held it in 8 quarters. The position peaked at $3.91M in Q1 2017. 2 funds tracked by Wall St. Rank hold WLB as of Q2 2018.

Creative Planning reported no remaining Westmoreland Coal Company position as of Q2 2018 after selling out during the quarter.
Creative Planning sold 35,016 Westmoreland Coal Company shares in Q2 2018, an estimated $14K.
Creative Planning first reported a position in Westmoreland Coal Company in Q2 2016 and held it in 8 quarters.
Creative Planning's Westmoreland Coal Company position peaked at $3.91M in Q1 2017.
2 funds tracked by Wall St. Rank held Westmoreland Coal Company as of Q2 2018.

Based on Creative Planning's 13F filing for Q2 2018, filed 20 Jul 2018.