Creative Planning
WMAR

Creative Planning’s West Marine Inc WMAR Stock Holding History

Creative Planning’s Portfolio WMAR Stock Details WMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6
Closed – – 4533
2017
Q2 		$0 Hold
6
– – ﹤0.01% 5030
2017
Q1 		$0 Hold
6
– – ﹤0.01% 5084
2016
Q4 		$0 Hold
6
– – ﹤0.01% 5026
2016
Q3 		$0 Hold
6
– – ﹤0.01% 4859
2016
Q2 		$0 Sell
6
-73
-92% -$672 ﹤0.01% 4650
2016
Q1 		$1K Buy
79
+73
+1,217% +$625 ﹤0.01% 4236
2015
Q4 		$0 Hold
6
– – ﹤0.01% 4732
2015
Q3 		$0 Buy
+6
New +$54 ﹤0.01% 4409
2015
Q2 		– Sell
-6
Closed – – 3716
2015
Q1 		$0 Buy
+6
New +$69 ﹤0.01% 4531

Other funds holding WMAR

AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Creative Planning's WMAR Position: Q3 2017 in Review

Creative Planning sold out of West Marine Inc (WMAR) in Q3 2017, closing a stake of 6 shares.

Creative Planning first reported a position in WMAR in Q1 2015 and held it in 9 quarters. The position peaked at $1K in Q1 2016. 1 fund tracked by Wall St. Rank holds WMAR as of Q3 2017.

  • Creative Planning reported no remaining West Marine Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 6 West Marine Inc shares in Q3 2017.
  • Creative Planning first reported a position in West Marine Inc in Q1 2015 and held it in 9 quarters.
  • Creative Planning's West Marine Inc position peaked at $1K in Q1 2016.
  • 1 fund tracked by Wall St. Rank held West Marine Inc as of Q3 2017.

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