Creative Planning
CHG

Creative Planning’s CH ENERGY GRP INC(HOLDING CO) CHG Stock Holding History

Creative Planning’s Portfolio CHG Stock Details CHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-729
Closed -$47K – 3539
2013
Q2 		$47K Buy
+729
New +$47.2K ﹤0.01% 1427

Creative Planning's CHG Position: Q3 2013 in Review

Creative Planning sold out of CH ENERGY GRP INC(HOLDING CO) (CHG) in Q3 2013, closing a stake of 729 shares — an estimated $47K sold.

Creative Planning first reported a position in CHG in Q2 2013 and held it in 1 quarter. The position peaked at $47K in Q2 2013. 0 funds tracked by Wall St. Rank hold CHG as of Q3 2013.

  • Creative Planning reported no remaining CH ENERGY GRP INC(HOLDING CO) position as of Q3 2013 after selling out during the quarter.
  • Creative Planning sold 729 CH ENERGY GRP INC(HOLDING CO) shares in Q3 2013, an estimated $47K.
  • Creative Planning first reported a position in CH ENERGY GRP INC(HOLDING CO) in Q2 2013 and held it in 1 quarter.
  • Creative Planning's CH ENERGY GRP INC(HOLDING CO) position peaked at $47K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held CH ENERGY GRP INC(HOLDING CO) as of Q3 2013.

Based on Creative Planning's 13F filing for Q3 2013, filed 10 Oct 2013.