Creative Planning
DGAS

Creative Planning’s Delta Natural Gas Co Inc DGAS Stock Holding History

Creative Planning’s Portfolio DGAS Stock Details DGAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-28
Closed -$1K – 4528
2017
Q2 		$1K Hold
28
– – ﹤0.01% 4571
2017
Q1 		$1K Hold
28
– – ﹤0.01% 4592
2016
Q4 		$1K Hold
28
– – ﹤0.01% 4570
2016
Q3 		$1K Hold
28
– – ﹤0.01% 4518
2016
Q2 		$1K Hold
28
– – ﹤0.01% 4292
2016
Q1 		$1K Hold
28
– – ﹤0.01% 4235
2015
Q4 		$1K Sell
28
-902
-97% -$18.6K ﹤0.01% 4328
2015
Q3 		$19K Buy
+930
New +$18.9K ﹤0.01% 2779
2015
Q2 		– Sell
-428
Closed -$8K – 3712
2015
Q1 		$8K Hold
428
– – ﹤0.01% 3357
2014
Q4 		$9K Hold
428
– – ﹤0.01% 3204
2014
Q3 		$8K Hold
428
– – ﹤0.01% 3104
2014
Q2 		$9K Sell
428
-40
-9% -$785 ﹤0.01% 2961
2014
Q1 		$10K Hold
468
– – ﹤0.01% 2774
2013
Q4 		$10K Hold
468
– – ﹤0.01% 2581
2013
Q3 		$10K Hold
468
– – ﹤0.01% 2487
2013
Q2 		$10K Buy
+468
New +$10.1K ﹤0.01% 2295

Other funds holding DGAS

GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Creative Planning's DGAS Position: Q3 2017 in Review

Creative Planning sold out of Delta Natural Gas Co Inc (DGAS) in Q3 2017, closing a stake of 28 shares — an estimated $1K sold.

Creative Planning first reported a position in DGAS in Q2 2013 and held it in 16 quarters. The position peaked at $19K in Q3 2015. 2 funds tracked by Wall St. Rank hold DGAS as of Q3 2017.

  • Creative Planning reported no remaining Delta Natural Gas Co Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 28 Delta Natural Gas Co Inc shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in Delta Natural Gas Co Inc in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Delta Natural Gas Co Inc position peaked at $19K in Q3 2015.
  • 2 funds tracked by Wall St. Rank held Delta Natural Gas Co Inc as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.