Creative Planning’s Clayton Williams Energy, Inc. CWEI Stock Holding History

Creative Planning’s Portfolio CWEI Stock Details CWEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-10	Closed	-$1K	–	5069
2017 Q1	$1K	Buy	+10	New	+$1.34K	﹤0.01%	4598
2016 Q4	–	Sell	-2,000	Closed	-$171K	–	5038
2016 Q3	$171K	Buy	+2,000	New	+$109K	﹤0.01%	1495
2016 Q2	–	Sell	-400	Closed	-$4K	–	4665
2016 Q1	$4K	Buy	400 +350	+700%	+$5.11K	﹤0.01%	3756
2015 Q4	$1K	Sell	50 -40	-44%	-$2.1K	﹤0.01%	4332
2015 Q3	$3K	Buy	+90	New	+$3.96K	﹤0.01%	3889
2015 Q2	–	Sell	-90	Closed	-$5K	–	3759
2015 Q1	$5K	Buy	+90	New	+$4.96K	﹤0.01%	3581

Other funds holding CWEI

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Creative Planning's CWEI Position: Q2 2017 in Review

Creative Planning sold out of Clayton Williams Energy, Inc. (CWEI) in Q2 2017, closing a stake of 10 shares — an estimated $1K sold.

Creative Planning first reported a position in CWEI in Q1 2015 and held it in 6 quarters. The position peaked at $171K in Q3 2016. 1 fund tracked by Wall St. Rank holds CWEI as of Q2 2017.

Creative Planning reported no remaining Clayton Williams Energy, Inc. position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 10 Clayton Williams Energy, Inc. shares in Q2 2017, an estimated $1K.
Creative Planning first reported a position in Clayton Williams Energy, Inc. in Q1 2015 and held it in 6 quarters.
Creative Planning's Clayton Williams Energy, Inc. position peaked at $171K in Q3 2016.
1 fund tracked by Wall St. Rank held Clayton Williams Energy, Inc. as of Q2 2017.

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