Creative Planning
BAS

Creative Planning’s Basis Energy Services, Inc. BAS Stock Holding History

Creative Planning’s Portfolio BAS Stock Details BAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-2
Closed -$2K – 4962
2016
Q2 		$2K Hold
2
– – ﹤0.01% 4123
2016
Q1 		$3K Buy
+2
New +$2.6K ﹤0.01% 3894
2014
Q4 		– Sell
-58
Closed -$716K – 4624
2014
Q3 		$716K Buy
+58
New +$821K 0.01% 533
2013
Q3 		– Sell
-1
Closed -$6K – 3558
2013
Q2 		$6K Buy
+1
New +$7.46K ﹤0.01% 2516

Other funds holding BAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning's BAS Position: Q3 2016 in Review

Creative Planning sold out of Basis Energy Services, Inc. (BAS) in Q3 2016, closing a stake of 2 shares — an estimated $2K sold.

Creative Planning first reported a position in BAS in Q2 2013 and held it in 4 quarters. The position peaked at $716K in Q3 2014. 73 funds tracked by Wall St. Rank hold BAS as of Q3 2016.

  • Creative Planning reported no remaining Basis Energy Services, Inc. position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 2 Basis Energy Services, Inc. shares in Q3 2016, an estimated $2K.
  • Creative Planning first reported a position in Basis Energy Services, Inc. in Q2 2013 and held it in 4 quarters.
  • Creative Planning's Basis Energy Services, Inc. position peaked at $716K in Q3 2014.
  • 73 funds tracked by Wall St. Rank held Basis Energy Services, Inc. as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.