Creative Planning
WLT

Creative Planning’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History

Creative Planning’s Portfolio WLT Stock Details WLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-30,965
Closed -$7K – 4447
2015
Q2 		$7K Buy
30,965
+1,000
+3% +$460 ﹤0.01% 1098
2015
Q1 		$19K Buy
29,965
+23,050
+333% +$21.4K ﹤0.01% 2782
2014
Q4 		$10K Buy
6,915
+2,970
+75% +$6.51K ﹤0.01% 3156
2014
Q3 		$9K Buy
3,945
+1,000
+34% +$5.17K ﹤0.01% 3042
2014
Q2 		$16K Sell
2,945
-5,050
-63% -$32.1K ﹤0.01% 2645
2014
Q1 		$60K Buy
7,995
+6,982
+689% +$76.8K ﹤0.01% 1697
2013
Q4 		$17K Sell
1,013
-2,467
-71% -$38.6K ﹤0.01% 2303
2013
Q3 		$49K Buy
3,480
+1,895
+120% +$24.1K ﹤0.01% 1524
2013
Q2 		$16K Buy
+1,585
New +$27.9K ﹤0.01% 2067

Other funds holding WLT

CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Creative Planning's WLT Position: Q3 2015 in Review

Creative Planning sold out of WALTER ENERGY INC COM STK (DE) (WLT) in Q3 2015, closing a stake of 30,965 shares — an estimated $7K sold.

Creative Planning first reported a position in WLT in Q2 2013 and held it in 9 quarters. The position peaked at $60K in Q1 2014. 12 funds tracked by Wall St. Rank hold WLT as of Q3 2015.

  • Creative Planning reported no remaining WALTER ENERGY INC COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Creative Planning sold 30,965 WALTER ENERGY INC COM STK (DE) shares in Q3 2015, an estimated $7K.
  • Creative Planning first reported a position in WALTER ENERGY INC COM STK (DE) in Q2 2013 and held it in 9 quarters.
  • Creative Planning's WALTER ENERGY INC COM STK (DE) position peaked at $60K in Q1 2014.
  • 12 funds tracked by Wall St. Rank held WALTER ENERGY INC COM STK (DE) as of Q3 2015.

Based on Creative Planning's 13F filing for Q3 2015, filed 9 Oct 2015.