Creative Planning’s Bristow Group, Inc. BRS Stock Holding History

Creative Planning’s Portfolio BRS Stock Details BRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-500	Closed	-$10K	–	5044
2016 Q4	$10K	Buy	+500	New	+$7.53K	﹤0.01%	3575
2015 Q2	–	Sell	-73	Closed	-$4K	–	3545
2015 Q1	$4K	Buy	+73	New	+$4.32K	﹤0.01%	3684
2014 Q4	–	Sell	-1,360	Closed	-$91K	–	4432
2014 Q3	$91K	Buy	1,360 +705	+108%	+$51K	﹤0.01%	1545
2014 Q2	$53K	Hold	655	–	–	﹤0.01%	1852
2014 Q1	$49K	Buy	+655	New	+$48.6K	﹤0.01%	1811

Other funds holding BRS

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

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

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Creative Planning's BRS Position: Q1 2017 in Review

Creative Planning sold out of Bristow Group, Inc. (BRS) in Q1 2017, closing a stake of 500 shares — an estimated $10K sold.

Creative Planning first reported a position in BRS in Q1 2014 and held it in 5 quarters. The position peaked at $91K in Q3 2014. 141 funds tracked by Wall St. Rank hold BRS as of Q1 2017.

Creative Planning reported no remaining Bristow Group, Inc. position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 500 Bristow Group, Inc. shares in Q1 2017, an estimated $10K.
Creative Planning first reported a position in Bristow Group, Inc. in Q1 2014 and held it in 5 quarters.
Creative Planning's Bristow Group, Inc. position peaked at $91K in Q3 2014.
141 funds tracked by Wall St. Rank held Bristow Group, Inc. as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.