Creative Planning’s West Corporation WSTC Stock Holding History

Creative Planning’s Portfolio WSTC Stock Details WSTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-8,569	Closed	-$201K	–	2056
2017 Q3	$201K	Hold	8,569	–	–	﹤0.01%	1603
2017 Q2	$200K	Sell	8,569 -3,000	-26%	-$71.4K	﹤0.01%	1521
2017 Q1	$283K	Buy	11,569 +10,569	+1,057%	+$259K	﹤0.01%	1303
2016 Q4	$25K	Hold	1,000	–	–	﹤0.01%	2947
2016 Q3	$22K	Hold	1,000	–	–	﹤0.01%	3016
2016 Q2	$20K	Hold	1,000	–	–	﹤0.01%	2823
2016 Q1	$23K	Hold	1,000	–	–	﹤0.01%	2667
2015 Q4	$22K	Hold	1,000	–	–	﹤0.01%	2789
2015 Q3	$22K	Buy	+1,000	New	+$26.3K	﹤0.01%	2664
2015 Q1	–	Sell	-500	Closed	-$17K	–	4529
2014 Q4	$17K	Buy	+500	New	+$15.4K	﹤0.01%	2796

Creative Planning's WSTC Position: Q4 2017 in Review

Creative Planning sold out of West Corporation (WSTC) in Q4 2017, closing a stake of 8,569 shares — an estimated $201K sold.

Creative Planning first reported a position in WSTC in Q4 2014 and held it in 10 quarters. The position peaked at $283K in Q1 2017. 0 funds tracked by Wall St. Rank hold WSTC as of Q4 2017.

Creative Planning reported no remaining West Corporation position as of Q4 2017 after selling out during the quarter.
Creative Planning sold 8,569 West Corporation shares in Q4 2017, an estimated $201K.
Creative Planning first reported a position in West Corporation in Q4 2014 and held it in 10 quarters.
Creative Planning's West Corporation position peaked at $283K in Q1 2017.
0 funds tracked by Wall St. Rank held West Corporation as of Q4 2017.

Based on Creative Planning's 13F filing for Q4 2017, filed 17 Jan 2018.