Creative Planning’s Bellatrix Exploration Ltd. BXE Stock Holding History

Creative Planning’s Portfolio BXE Stock Details BXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-7,238	Closed	-$29K	–	5040
2017 Q1	$29K	Buy	7,238 +780	+12%	+$3.21K	﹤0.01%	2877
2016 Q4	$30K	Hold	6,458	–	–	﹤0.01%	2806
2016 Q3	$28K	Hold	6,458	–	–	﹤0.01%	2815
2016 Q2	$32K	Hold	6,458	–	–	﹤0.01%	2455
2016 Q1	$33K	Buy	6,458 +887	+16%	+$4.81K	﹤0.01%	2400
2015 Q4	$34K	Buy	5,571 +4,913	+747%	+$38.6K	﹤0.01%	2437
2015 Q3	$5K	Buy	+658	New	+$6.14K	﹤0.01%	3671
2015 Q2	–	Sell	-658	Closed	-$8K	–	3737
2015 Q1	$8K	Hold	658	–	–	﹤0.01%	3358
2014 Q4	$12K	Sell	658 -100	-13%	-$2.22K	﹤0.01%	3042
2014 Q3	$23K	Hold	758	–	–	﹤0.01%	2468
2014 Q2	$33K	Buy	758 +220	+41%	+$9.95K	﹤0.01%	2165
2014 Q1	$23K	Hold	538	–	–	﹤0.01%	2292
2013 Q4	$20K	Hold	538	–	–	﹤0.01%	2201
2013 Q3	$20K	Buy	+538	New	+$18.4K	﹤0.01%	2117

Other funds holding BXE

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

SCM

Signia Capital Management Spokane, Washington $55.7M AUM 10.78% 1-Year Est. Return

PCM

Proxima Capital Management New York $21M AUM 3.49% 1-Year Est. Return

Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Creative Planning's BXE Position: Q2 2017 in Review

Creative Planning sold out of Bellatrix Exploration Ltd. (BXE) in Q2 2017, closing a stake of 7,238 shares — an estimated $29K sold.

Creative Planning first reported a position in BXE in Q3 2013 and held it in 14 quarters. The position peaked at $34K in Q4 2015. 39 funds tracked by Wall St. Rank hold BXE as of Q2 2017.

Creative Planning reported no remaining Bellatrix Exploration Ltd. position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 7,238 Bellatrix Exploration Ltd. shares in Q2 2017, an estimated $29K.
Creative Planning first reported a position in Bellatrix Exploration Ltd. in Q3 2013 and held it in 14 quarters.
Creative Planning's Bellatrix Exploration Ltd. position peaked at $34K in Q4 2015.
39 funds tracked by Wall St. Rank held Bellatrix Exploration Ltd. as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.