Creative Planning
WSTL

Creative Planning’s Westell Technologies Inc WSTL Stock Holding History

Creative Planning’s Portfolio WSTL Stock Details WSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,250
Closed -$7K – 4562
2017
Q2 		$7K Hold
2,250
– – ﹤0.01% 3877
2017
Q1 		$6K Hold
2,250
– – ﹤0.01% 3922
2016
Q4 		$6K Hold
2,250
– – ﹤0.01% 3912
2016
Q3 		$5K Hold
2,250
– – ﹤0.01% 3936
2016
Q2 		$6K Hold
2,250
– – ﹤0.01% 3589
2016
Q1 		$11K Hold
2,250
– – ﹤0.01% 3200
2015
Q4 		$11K Hold
2,250
– – ﹤0.01% 3272
2015
Q3 		$10K Buy
+2,250
New +$9.93K ﹤0.01% 3238
2015
Q2 		– Sell
-2,250
Closed -$12K – 3748
2015
Q1 		$12K Hold
2,250
– – ﹤0.01% 3109
2014
Q4 		$14K Buy
2,250
+312
+16% +$1.8K ﹤0.01% 2937
2014
Q3 		$14K Hold
1,938
– – ﹤0.01% 2767
2014
Q2 		$19K Hold
1,938
– – ﹤0.01% 2536
2014
Q1 		$29K Hold
1,938
– – ﹤0.01% 2163
2013
Q4 		$31K Hold
1,938
– – ﹤0.01% 1942
2013
Q3 		$26K Hold
1,938
– – ﹤0.01% 1948
2013
Q2 		$19K Buy
+1,938
New +$16.6K ﹤0.01% 1976

Other funds holding WSTL

CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IAM
Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's WSTL Position: Q3 2017 in Review

Creative Planning sold out of Westell Technologies Inc (WSTL) in Q3 2017, closing a stake of 2,250 shares — an estimated $7K sold.

Creative Planning first reported a position in WSTL in Q2 2013 and held it in 16 quarters. The position peaked at $31K in Q4 2013. 21 funds tracked by Wall St. Rank hold WSTL as of Q3 2017.

  • Creative Planning reported no remaining Westell Technologies Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,250 Westell Technologies Inc shares in Q3 2017, an estimated $7K.
  • Creative Planning first reported a position in Westell Technologies Inc in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Westell Technologies Inc position peaked at $31K in Q4 2013.
  • 21 funds tracked by Wall St. Rank held Westell Technologies Inc as of Q3 2017.

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