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.