Creative Planning’s XRS CORP COM STK (MN) XRSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
– Sell
-1,100
Closed -$6K – 4584
2014
Q3
$6K Hold
1,100
– – ﹤0.01% 3255
2014
Q2
$3K Hold
1,100
– – ﹤0.01% 3471
2014
Q1
$3K Hold
1,100
– – ﹤0.01% 3322
2013
Q4
$3K Hold
1,100
– – ﹤0.01% 3063
2013
Q3
$3K Hold
1,100
– – ﹤0.01% 2948
2013
Q2
$3K Buy
+1,100
New +$2.26K ﹤0.01% 2781

Creative Planning's XRSC Position: Q4 2014 in Review

Creative Planning sold out of XRS CORP COM STK (MN) (XRSC) in Q4 2014, closing a stake of 1,100 shares — an estimated $6K sold.

Creative Planning first reported a position in XRSC in Q2 2013 and held it in 6 quarters. The position peaked at $6K in Q3 2014. 0 funds tracked by Wall St. Rank hold XRSC as of Q4 2014.

  • Creative Planning reported no remaining XRS CORP COM STK (MN) position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 1,100 XRS CORP COM STK (MN) shares in Q4 2014, an estimated $6K.
  • Creative Planning first reported a position in XRS CORP COM STK (MN) in Q2 2013 and held it in 6 quarters.
  • Creative Planning's XRS CORP COM STK (MN) position peaked at $6K in Q3 2014.
  • 0 funds tracked by Wall St. Rank held XRS CORP COM STK (MN) as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.