Creative Planning’s Aegion Corp AEGN Stock Holding History

Creative Planning’s Portfolio AEGN Stock Details AEGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-650	Closed	-$14K	–	4124
2017 Q2	$14K	Buy	650 +550	+550%	+$11.6K	﹤0.01%	3431
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	4356
2016 Q4	$2K	Hold	100	–	–	﹤0.01%	4341
2016 Q3	$2K	Hold	100	–	–	﹤0.01%	4294
2016 Q2	$2K	Hold	100	–	–	﹤0.01%	4083
2016 Q1	$2K	Hold	100	–	–	﹤0.01%	4020
2015 Q4	$2K	Hold	100	–	–	﹤0.01%	4096
2015 Q3	$2K	Buy	+100	New	+$1.81K	﹤0.01%	4004
2015 Q2	–	Sell	-100	Closed	-$2K	–	3391
2015 Q1	$2K	Sell	100 -200	-67%	-$3.42K	﹤0.01%	3943
2014 Q4	$6K	Buy	300 +200	+200%	+$3.7K	﹤0.01%	3435
2014 Q3	$2K	Hold	100	–	–	﹤0.01%	3723
2014 Q2	$2K	Hold	100	–	–	﹤0.01%	3561
2014 Q1	$3K	Hold	100	–	–	﹤0.01%	3290
2013 Q4	$2K	Hold	100	–	–	﹤0.01%	3135
2013 Q3	$2K	Hold	100	–	–	﹤0.01%	3019
2013 Q2	$2K	Buy	+100	New	+$2.21K	﹤0.01%	2866

Other funds holding AEGN

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's AEGN Position: Q3 2017 in Review

Creative Planning sold out of Aegion Corp (AEGN) in Q3 2017, closing a stake of 650 shares — an estimated $14K sold.

Creative Planning first reported a position in AEGN in Q2 2013 and held it in 16 quarters. The position peaked at $14K in Q2 2017. 160 funds tracked by Wall St. Rank hold AEGN as of Q3 2017.

Creative Planning reported no remaining Aegion Corp position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 650 Aegion Corp shares in Q3 2017, an estimated $14K.
Creative Planning first reported a position in Aegion Corp in Q2 2013 and held it in 16 quarters.
Creative Planning's Aegion Corp position peaked at $14K in Q2 2017.
160 funds tracked by Wall St. Rank held Aegion Corp as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.