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
2016 Q4	–	Sell	-1,000	Closed	-$1K	–	5025
2016 Q3	$1K	Buy	+1,000	New	+$9.06K	﹤0.01%	4519

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.