Creative Planning
WX

Creative Planning’s WUXI PHARMATECH, CAYMAN INC REPSTG 8 ORD SHS WX Stock Holding History

Creative Planning’s Portfolio WX Stock Details WX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,301
Closed -$56K – 4804
2015
Q3 		$56K Buy
+1,301
New +$54.9K ﹤0.01% 1968
2015
Q2 		– Sell
-1,250
Closed -$48K – 3970
2015
Q1 		$48K Sell
1,250
-3,098
-71% -$119K ﹤0.01% 2065
2014
Q4 		$146K Sell
4,348
-3,358
-44% -$119K ﹤0.01% 1327
2014
Q3 		$270K Sell
7,706
-4,142
-35% -$142K ﹤0.01% 920
2014
Q2 		$389K Buy
11,848
+10,698
+930% +$366K 0.01% 736
2014
Q1 		$42K Buy
1,150
+600
+109% +$22K ﹤0.01% 1921
2013
Q4 		$21K Buy
550
+250
+83% +$7.89K ﹤0.01% 2169
2013
Q3 		$8K Sell
300
-650
-68% -$15.4K ﹤0.01% 2580
2013
Q2 		$20K Buy
+950
New +$18.5K ﹤0.01% 1940

Other funds holding WX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

Creative Planning's WX Position: Q4 2015 in Review

Creative Planning sold out of WUXI PHARMATECH, CAYMAN INC REPSTG 8 ORD SHS (WX) in Q4 2015, closing a stake of 1,301 shares — an estimated $56K sold.

Creative Planning first reported a position in WX in Q2 2013 and held it in 9 quarters. The position peaked at $389K in Q2 2014. 2 funds tracked by Wall St. Rank hold WX as of Q4 2015.

  • Creative Planning reported no remaining WUXI PHARMATECH, CAYMAN INC REPSTG 8 ORD SHS position as of Q4 2015 after selling out during the quarter.
  • Creative Planning sold 1,301 WUXI PHARMATECH, CAYMAN INC REPSTG 8 ORD SHS shares in Q4 2015, an estimated $56K.
  • Creative Planning first reported a position in WUXI PHARMATECH, CAYMAN INC REPSTG 8 ORD SHS in Q2 2013 and held it in 9 quarters.
  • Creative Planning's WUXI PHARMATECH, CAYMAN INC REPSTG 8 ORD SHS position peaked at $389K in Q2 2014.
  • 2 funds tracked by Wall St. Rank held WUXI PHARMATECH, CAYMAN INC REPSTG 8 ORD SHS as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.