Creative Planning’s WidePoint Corp WYY Stock Holding History

Creative Planning’s Portfolio WYY Stock Details WYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-500	Closed	-$2K	–	4858
2017 Q1	$2K	Buy	+500	New	+$3.59K	﹤0.01%	4325
2016 Q4	–	Sell	-60	Closed	–	–	4868
2016 Q3	$0	Hold	60	–	–	﹤0.01%	4754
2016 Q2	$0	Buy	+60	New	+$437	﹤0.01%	4546
2014 Q2	–	Sell	-10	Closed	–	–	3983
2014 Q1	$0	Buy	+10	New	+$158	﹤0.01%	3775
2013 Q3	–	Sell	-260	Closed	-$2K	–	3375
2013 Q2	$2K	Buy	+260	New	+$1.57K	﹤0.01%	2853

Other funds holding WYY

Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Creative Planning's WYY Position: Q2 2017 in Review

Creative Planning sold out of WidePoint Corp (WYY) in Q2 2017, closing a stake of 500 shares — an estimated $2K sold.

Creative Planning first reported a position in WYY in Q2 2013 and held it in 5 quarters. The position peaked at $2K in Q1 2017. 32 funds tracked by Wall St. Rank hold WYY as of Q2 2017.

Creative Planning reported no remaining WidePoint Corp position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 500 WidePoint Corp shares in Q2 2017, an estimated $2K.
Creative Planning first reported a position in WidePoint Corp in Q2 2013 and held it in 5 quarters.
Creative Planning's WidePoint Corp position peaked at $2K in Q1 2017.
32 funds tracked by Wall St. Rank held WidePoint Corp as of Q2 2017.

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