Creative Planning’s WEYERHAEUSER COMP PREF CONV SER A (WA) WY.PRA Stock Holding History

Creative Planning’s Portfolio WY.PRA Stock Details WY.PRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-544	Closed	-$27K	–	4934
2016 Q2	$27K	Buy	544 +7	+1%	+$352	﹤0.01%	2589
2016 Q1	$27K	Hold	537	–	–	﹤0.01%	2562
2015 Q4	$27K	Buy	537 +37	+7%	+$1.88K	﹤0.01%	2627
2015 Q3	$24K	Buy	+500	New	+$25.2K	﹤0.01%	2610
2015 Q2	–	Sell	-500	Closed	-$27K	–	3860
2015 Q1	$27K	Buy	+500	New	+$28.6K	﹤0.01%	2496

Other funds holding WY.PRA

PWS

Peloton Wealth Strategists Indianapolis, Indiana $247M AUM 13.57% 1-Year Est. Return

Creative Planning's WY.PRA Position: Q3 2016 in Review

Creative Planning sold out of WEYERHAEUSER COMP PREF CONV SER A (WA) (WY.PRA) in Q3 2016, closing a stake of 544 shares — an estimated $27K sold.

Creative Planning first reported a position in WY.PRA in Q1 2015 and held it in 5 quarters. The position peaked at $27K in Q2 2016. 1 fund tracked by Wall St. Rank holds WY.PRA as of Q3 2016.

Creative Planning reported no remaining WEYERHAEUSER COMP PREF CONV SER A (WA) position as of Q3 2016 after selling out during the quarter.
Creative Planning sold 544 WEYERHAEUSER COMP PREF CONV SER A (WA) shares in Q3 2016, an estimated $27K.
Creative Planning first reported a position in WEYERHAEUSER COMP PREF CONV SER A (WA) in Q1 2015 and held it in 5 quarters.
Creative Planning's WEYERHAEUSER COMP PREF CONV SER A (WA) position peaked at $27K in Q2 2016.
1 fund tracked by Wall St. Rank held WEYERHAEUSER COMP PREF CONV SER A (WA) as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.