Creative Planning’s XOOM CORP COM XOOM Stock Holding History

Creative Planning’s Portfolio XOOM Stock Details XOOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-10,300	Closed	-$256K	–	4819
2015 Q3	$256K	Sell	10,300 -100	-1%	-$2.48K	﹤0.01%	1052
2015 Q2	$219K	Sell	10,400 -9,600	-48%	-$178K	﹤0.01%	848
2015 Q1	$294K	Sell	20,000 -10,000	-33%	-$157K	﹤0.01%	1001
2014 Q4	$525K	Sell	30,000 -8,852	-23%	-$147K	0.01%	675
2014 Q3	$853K	Hold	38,852	–	–	0.01%	456
2014 Q2	$1.02M	Hold	38,852	–	–	0.01%	382
2014 Q1	$758K	Buy	+38,852	New	+$998K	0.01%	462
2013 Q4	–	Sell	-100	Closed	-$3K	–	3608
2013 Q3	$3K	Buy	+100	New	+$2.91K	﹤0.01%	2942

Other funds holding XOOM

BBI

Baxter Bros Inc Riverside, Connecticut $810M AUM 16.24% 1-Year Est. Return

Creative Planning's XOOM Position: Q4 2015 in Review

Creative Planning sold out of XOOM CORP COM (XOOM) in Q4 2015, closing a stake of 10,300 shares — an estimated $256K sold.

Creative Planning first reported a position in XOOM in Q3 2013 and held it in 8 quarters. The position peaked at $1.02M in Q2 2014. 1 fund tracked by Wall St. Rank holds XOOM as of Q4 2015.

Creative Planning reported no remaining XOOM CORP COM position as of Q4 2015 after selling out during the quarter.
Creative Planning sold 10,300 XOOM CORP COM shares in Q4 2015, an estimated $256K.
Creative Planning first reported a position in XOOM CORP COM in Q3 2013 and held it in 8 quarters.
Creative Planning's XOOM CORP COM position peaked at $1.02M in Q2 2014.
1 fund tracked by Wall St. Rank held XOOM CORP COM as of Q4 2015.

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