Creative Planning
WWAV

Creative Planning’s The WhiteWave Foods Company WWAV Stock Holding History

Creative Planning’s Portfolio WWAV Stock Details WWAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-9,784
Closed -$549K – 5129
2017
Q1 		$549K Buy
9,784
+2,005
+26% +$111K ﹤0.01% 944
2016
Q4 		$433K Buy
7,779
+1,198
+18% +$65.6K ﹤0.01% 996
2016
Q3 		$358K Sell
6,581
-3,453
-34% -$190K ﹤0.01% 1078
2016
Q2 		$471K Buy
10,034
+347
+4% +$14.9K ﹤0.01% 807
2016
Q1 		$394K Sell
9,687
-2,420
-20% -$92K ﹤0.01% 853
2015
Q4 		$471K Sell
12,107
-1,213
-9% -$49.1K ﹤0.01% 789
2015
Q3 		$535K Buy
13,320
+2,462
+23% +$117K ﹤0.01% 717
2015
Q2 		$531K Buy
10,858
+1,223
+13% +$57.3K ﹤0.01% 650
2015
Q1 		$427K Buy
9,635
+4,897
+103% +$187K ﹤0.01% 805
2014
Q4 		$166K Buy
4,738
+1,822
+62% +$64.7K ﹤0.01% 1254
2014
Q3 		$106K Buy
2,916
+777
+36% +$25.9K ﹤0.01% 1437
2014
Q2 		$69K Sell
2,139
-46
-2% -$1.38K ﹤0.01% 1667
2014
Q1 		$62K Buy
2,185
+105
+5% +$2.78K ﹤0.01% 1672
2013
Q4 		$48K Buy
2,080
+1,580
+316% +$32.8K ﹤0.01% 1640
2013
Q3 		$10K Buy
500
+294
+143% +$5.58K ﹤0.01% 2491
2013
Q2 		$3K Buy
+206
New +$3.53K ﹤0.01% 2799

Other funds holding WWAV

FNBOO
First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning's WWAV Position: Q2 2017 in Review

Creative Planning sold out of The WhiteWave Foods Company (WWAV) in Q2 2017, closing a stake of 9,784 shares — an estimated $549K sold.

Creative Planning first reported a position in WWAV in Q2 2013 and held it in 16 quarters. The position peaked at $549K in Q1 2017. 4 funds tracked by Wall St. Rank hold WWAV as of Q2 2017.

  • Creative Planning reported no remaining The WhiteWave Foods Company position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 9,784 The WhiteWave Foods Company shares in Q2 2017, an estimated $549K.
  • Creative Planning first reported a position in The WhiteWave Foods Company in Q2 2013 and held it in 16 quarters.
  • Creative Planning's The WhiteWave Foods Company position peaked at $549K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held The WhiteWave Foods Company as of Q2 2017.

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