Creative Planning
ACFN

Creative Planning’s Acorn Energy Inc ACFN Stock Holding History

Creative Planning’s Portfolio ACFN Stock Details ACFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-29,082
Closed -$245K – 3474
2013
Q2 		$245K Buy
+29,082
New +$227K 0.01% 613

Other funds holding ACFN

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's ACFN Position: Q3 2013 in Review

Creative Planning sold out of Acorn Energy Inc (ACFN) in Q3 2013, closing a stake of 29,082 shares — an estimated $245K sold.

Creative Planning first reported a position in ACFN in Q2 2013 and held it in 1 quarter. The position peaked at $245K in Q2 2013. 58 funds tracked by Wall St. Rank hold ACFN as of Q3 2013.

  • Creative Planning reported no remaining Acorn Energy Inc position as of Q3 2013 after selling out during the quarter.
  • Creative Planning sold 29,082 Acorn Energy Inc shares in Q3 2013, an estimated $245K.
  • Creative Planning first reported a position in Acorn Energy Inc in Q2 2013 and held it in 1 quarter.
  • Creative Planning's Acorn Energy Inc position peaked at $245K in Q2 2013.
  • 58 funds tracked by Wall St. Rank held Acorn Energy Inc as of Q3 2013.

Based on Creative Planning's 13F filing for Q3 2013, filed 10 Oct 2013.