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
2016 Q3	–	Sell	-2,000	Closed	-$38K	–	4973
2016 Q2	$38K	Buy	+2,000	New	+$85.9K	﹤0.01%	2346
2016 Q1	–	Sell	-100	Closed	-$1K	–	4847
2015 Q4	$1K	Hold	100	–	–	﹤0.01%	4372
2015 Q3	$1K	Buy	+100	New	+$4.77K	﹤0.01%	4271
2015 Q2	–	Sell	-500	Closed	-$3K	–	4238
2015 Q1	$3K	Buy	+500	New	+$19.1K	﹤0.01%	3833

Other funds holding WWAV

FNBOO

First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return

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 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.