Creative Planning
CLD

Creative Planning’s Cloud Peak Energy Inc CLD Stock Holding History

Creative Planning’s Portfolio CLD Stock Details CLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-235,634
Closed -$822K – 2214
2018
Q2 		$822K Sell
235,634
-72,000
-23% -$240K ﹤0.01% 851
2018
Q1 		$895K Sell
307,634
-101,404
-25% -$420K ﹤0.01% 794
2017
Q4 		$1.82M Sell
409,038
-25,000
-6% -$105K 0.01% 490
2017
Q3 		$1.59M Sell
434,038
-137,600
-24% -$461K 0.01% 534
2017
Q2 		$2.02M Buy
571,638
+32,075
+6% +$117K 0.01% 435
2017
Q1 		$2.47M Buy
539,563
+181,050
+51% +$913K 0.01% 361
2016
Q4 		$2.01M Buy
358,513
+176,134
+97% +$1.06M 0.01% 403
2016
Q3 		$992K Sell
182,379
-601,034
-77% -$2.09M 0.01% 596
2016
Q2 		$1.61M Buy
783,413
+610,011
+352% +$1.25M 0.01% 390
2016
Q1 		$338K Buy
173,402
+172,002
+12,286% +$295K ﹤0.01% 930
2015
Q4 		$3K Sell
1,400
-1,685
-55% -$4.74K ﹤0.01% 3957
2015
Q3 		$8K Buy
+3,085
New +$10.3K ﹤0.01% 3385
2015
Q2 		– Sell
-1,800
Closed -$10K – 3558
2015
Q1 		$10K Buy
1,800
+500
+38% +$3.69K ﹤0.01% 3219
2014
Q4 		$12K Buy
1,300
+100
+8% +$1.11K ﹤0.01% 3036
2014
Q3 		$15K Hold
1,200
– – ﹤0.01% 2723
2014
Q2 		$22K Sell
1,200
-1,000
-45% -$19.6K ﹤0.01% 2438
2014
Q1 		$47K Sell
2,200
-94
-4% -$1.76K ﹤0.01% 1846
2013
Q4 		$41K Hold
2,294
– – ﹤0.01% 1749
2013
Q3 		$34K Hold
2,294
– – ﹤0.01% 1762
2013
Q2 		$38K Buy
+2,294
New +$42.6K ﹤0.01% 1536

Other funds holding CLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Creative Planning's CLD Position: Q3 2018 in Review

Creative Planning sold out of Cloud Peak Energy Inc (CLD) in Q3 2018, closing a stake of 235,634 shares — an estimated $822K sold.

Creative Planning first reported a position in CLD in Q2 2013 and held it in 20 quarters. The position peaked at $2.47M in Q1 2017. 119 funds tracked by Wall St. Rank hold CLD as of Q3 2018.

  • Creative Planning reported no remaining Cloud Peak Energy Inc position as of Q3 2018 after selling out during the quarter.
  • Creative Planning sold 235,634 Cloud Peak Energy Inc shares in Q3 2018, an estimated $822K.
  • Creative Planning first reported a position in Cloud Peak Energy Inc in Q2 2013 and held it in 20 quarters.
  • Creative Planning's Cloud Peak Energy Inc position peaked at $2.47M in Q1 2017.
  • 119 funds tracked by Wall St. Rank held Cloud Peak Energy Inc as of Q3 2018.

Based on Creative Planning's 13F filing for Q3 2018, filed 25 Oct 2018.