Creative Planning
WNR

Creative Planning’s Western Refining Inc WNR Stock Holding History

Creative Planning’s Portfolio WNR Stock Details WNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-7,260
Closed -$255K – 5123
2017
Q1 		$255K Buy
7,260
+732
+11% +$26.4K ﹤0.01% 1355
2016
Q4 		$247K Buy
6,528
+2,214
+51% +$72.8K ﹤0.01% 1297
2016
Q3 		$114K Buy
4,314
+1,159
+37% +$27.4K ﹤0.01% 1765
2016
Q2 		$65K Sell
3,155
-438
-12% -$10.3K ﹤0.01% 1964
2016
Q1 		$105K Buy
3,593
+1,735
+93% +$52.3K ﹤0.01% 1601
2015
Q4 		$66K Sell
1,858
-525
-22% -$22.5K ﹤0.01% 1899
2015
Q3 		$105K Buy
+2,383
New +$107K ﹤0.01% 1571
2015
Q2 		– Sell
-1,633
Closed -$81K – 4235
2015
Q1 		$81K Buy
1,633
+174
+12% +$7.27K ﹤0.01% 1699
2014
Q4 		$55K Buy
1,459
+839
+135% +$34.7K ﹤0.01% 1959
2014
Q3 		$26K Sell
620
-5,681
-90% -$245K ﹤0.01% 2381
2014
Q2 		$237K Buy
6,301
+6,000
+1,993% +$242K ﹤0.01% 945
2014
Q1 		$12K Buy
301
+1
+0.3% +$39 ﹤0.01% 2695
2013
Q4 		$13K Sell
300
-50
-14% -$1.79K ﹤0.01% 2447
2013
Q3 		$11K Hold
350
– – ﹤0.01% 2445
2013
Q2 		$10K Buy
+350
New +$10.9K ﹤0.01% 2304

Other funds holding WNR

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
WCBA
Weaver C. Barksdale & Associates Nashville, Tennessee $105M AUM 13.81% 1-Year Est. Return
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Creative Planning's WNR Position: Q2 2017 in Review

Creative Planning sold out of Western Refining Inc (WNR) in Q2 2017, closing a stake of 7,260 shares — an estimated $255K sold.

Creative Planning first reported a position in WNR in Q2 2013 and held it in 15 quarters. The position peaked at $255K in Q1 2017. 4 funds tracked by Wall St. Rank hold WNR as of Q2 2017.

  • Creative Planning reported no remaining Western Refining Inc position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 7,260 Western Refining Inc shares in Q2 2017, an estimated $255K.
  • Creative Planning first reported a position in Western Refining Inc in Q2 2013 and held it in 15 quarters.
  • Creative Planning's Western Refining Inc position peaked at $255K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Western Refining Inc as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.