Creative Planning
WMS

Creative Planning’s WMS INDS INC WMS Stock Holding History

Creative Planning’s Portfolio WMS Stock Details WMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-300
Closed -$8K – 3684
2013
Q3 		$8K Hold
300
– – ﹤0.01% 2589
2013
Q2 		$8K Buy
+300
New +$7.61K ﹤0.01% 2391

Creative Planning's WMS Position: Q4 2013 in Review

Creative Planning sold out of WMS INDS INC (WMS) in Q4 2013, closing a stake of 300 shares — an estimated $8K sold.

Creative Planning first reported a position in WMS in Q2 2013 and held it in 2 quarters. The position peaked at $8K in Q3 2013. 0 funds tracked by Wall St. Rank hold WMS as of Q4 2013.

  • Creative Planning reported no remaining WMS INDS INC position as of Q4 2013 after selling out during the quarter.
  • Creative Planning sold 300 WMS INDS INC shares in Q4 2013, an estimated $8K.
  • Creative Planning first reported a position in WMS INDS INC in Q2 2013 and held it in 2 quarters.
  • Creative Planning's WMS INDS INC position peaked at $8K in Q3 2013.
  • 0 funds tracked by Wall St. Rank held WMS INDS INC as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.