Creative Planning
WMGI

Creative Planning’s Wright Medical Group Inc WMGI Stock Holding History

Creative Planning’s Portfolio WMGI Stock Details WMGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-202
Closed -$6K – 4165
2017
Q2 		$6K Sell
202
-123
-38% -$3.48K ﹤0.01% 3943
2017
Q1 		$10K Buy
325
+223
+219% +$6.05K ﹤0.01% 3617
2016
Q4 		$2K Hold
102
– – ﹤0.01% 4346
2016
Q3 		$3K Hold
102
– – ﹤0.01% 4161
2016
Q2 		$2K Buy
+102
New +$1.87K ﹤0.01% 4085
2015
Q1 		– Sell
-372
Closed -$10K – 4481
2014
Q4 		$10K Buy
372
+248
+200% +$7.26K ﹤0.01% 3140
2014
Q3 		$4K Hold
124
– – ﹤0.01% 3431
2014
Q2 		$4K Hold
124
– – ﹤0.01% 3341
2014
Q1 		$4K Hold
124
– – ﹤0.01% 3208
2013
Q4 		$4K Hold
124
– – ﹤0.01% 2943
2013
Q3 		$3K Hold
124
– – ﹤0.01% 2924
2013
Q2 		$3K Buy
+124
New +$3.01K ﹤0.01% 2753

Other funds holding WMGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Creative Planning's WMGI Position: Q3 2017 in Review

Creative Planning sold out of Wright Medical Group Inc (WMGI) in Q3 2017, closing a stake of 202 shares — an estimated $6K sold.

Creative Planning first reported a position in WMGI in Q2 2013 and held it in 12 quarters. The position peaked at $10K in Q1 2017. 173 funds tracked by Wall St. Rank hold WMGI as of Q3 2017.

  • Creative Planning reported no remaining Wright Medical Group Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 202 Wright Medical Group Inc shares in Q3 2017, an estimated $6K.
  • Creative Planning first reported a position in Wright Medical Group Inc in Q2 2013 and held it in 12 quarters.
  • Creative Planning's Wright Medical Group Inc position peaked at $10K in Q1 2017.
  • 173 funds tracked by Wall St. Rank held Wright Medical Group Inc as of Q3 2017.

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