Creative Planning
BRY

Creative Planning’s BERRY PETROLEUM CO CL A BRY Stock Holding History

Creative Planning’s Portfolio BRY Stock Details BRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-383
Closed -$17K – 3663
2013
Q3 		$17K Buy
+383
New +$16K ﹤0.01% 2199

Creative Planning's BRY Position: Q4 2013 in Review

Creative Planning sold out of BERRY PETROLEUM CO CL A (BRY) in Q4 2013, closing a stake of 383 shares — an estimated $17K sold.

Creative Planning first reported a position in BRY in Q3 2013 and held it in 1 quarter. The position peaked at $17K in Q3 2013. 1 fund tracked by Wall St. Rank holds BRY as of Q4 2013.

  • Creative Planning reported no remaining BERRY PETROLEUM CO CL A position as of Q4 2013 after selling out during the quarter.
  • Creative Planning sold 383 BERRY PETROLEUM CO CL A shares in Q4 2013, an estimated $17K.
  • Creative Planning first reported a position in BERRY PETROLEUM CO CL A in Q3 2013 and held it in 1 quarter.
  • Creative Planning's BERRY PETROLEUM CO CL A position peaked at $17K in Q3 2013.
  • 1 fund tracked by Wall St. Rank held BERRY PETROLEUM CO CL A as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.