Creative Planning’s Westmoreland Resrc Partners, L.P WMLP Stock Holding History

Creative Planning’s Portfolio WMLP Stock Details WMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-118	Closed	–	–	4690
2017 Q2	$0	Hold	118	–	–	﹤0.01%	5105
2017 Q1	$1K	Hold	118	–	–	﹤0.01%	4610
2016 Q4	$1K	Hold	118	–	–	﹤0.01%	4585
2016 Q3	$1K	Hold	118	–	–	﹤0.01%	4538
2016 Q2	$1K	Hold	118	–	–	﹤0.01%	4322
2016 Q1	$1K	Buy	118 +75	+174%	+$286	﹤0.01%	4280
2015 Q4	$0	Hold	43	–	–	﹤0.01%	4877
2015 Q3	$0	Buy	+43	New	+$328	﹤0.01%	4467
2015 Q2	–	Sell	-43	Closed	-$1K	–	4201
2015 Q1	$1K	Buy	+43	New	+$457	﹤0.01%	4175

Other funds holding WMLP

PAM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's WMLP Position: Q3 2017 in Review

Creative Planning sold out of Westmoreland Resrc Partners, L.P (WMLP) in Q3 2017, closing a stake of 118 shares.

Creative Planning first reported a position in WMLP in Q1 2015 and held it in 9 quarters. The position peaked at $1K in Q1 2017. 8 funds tracked by Wall St. Rank hold WMLP as of Q3 2017.

Creative Planning reported no remaining Westmoreland Resrc Partners, L.P position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 118 Westmoreland Resrc Partners, L.P shares in Q3 2017.
Creative Planning first reported a position in Westmoreland Resrc Partners, L.P in Q1 2015 and held it in 9 quarters.
Creative Planning's Westmoreland Resrc Partners, L.P position peaked at $1K in Q1 2017.
8 funds tracked by Wall St. Rank held Westmoreland Resrc Partners, L.P as of Q3 2017.

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