Creative Planning
DO

Creative Planning’s Diamond Offshore Drilling DO Stock Holding History

Creative Planning’s Portfolio DO Stock Details DO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,244
Closed -$24K – 4743
2017
Q2 		$24K Buy
2,244
+1,914
+580% +$25.4K ﹤0.01% 3076
2017
Q1 		$6K Sell
330
-27
-8% -$458 ﹤0.01% 3926
2016
Q4 		$6K Buy
357
+300
+526% +$5.29K ﹤0.01% 3919
2016
Q3 		$1K Hold
57
– – ﹤0.01% 4542
2016
Q2 		$1K Sell
57
-75
-57% -$1.79K ﹤0.01% 4324
2016
Q1 		$3K Sell
132
-127
-49% -$2.5K ﹤0.01% 3899
2015
Q4 		$5K Sell
259
-5,800
-96% -$122K ﹤0.01% 3749
2015
Q3 		$105K Buy
+6,059
New +$135K ﹤0.01% 1572
2015
Q2 		– Sell
-2,412
Closed -$65K – 4285
2015
Q1 		$65K Buy
2,412
+74
+3% +$2.31K ﹤0.01% 1840
2014
Q4 		$86K Sell
2,338
-567
-20% -$20.3K ﹤0.01% 1630
2014
Q3 		$100K Sell
2,905
-12,396
-81% -$548K ﹤0.01% 1487
2014
Q2 		$759K Buy
15,301
+15,064
+6,356% +$750K 0.01% 484
2014
Q1 		$12K Sell
237
-380
-62% -$18.7K ﹤0.01% 2696
2013
Q4 		$35K Sell
617
-130
-17% -$7.83K ﹤0.01% 1849
2013
Q3 		$47K Buy
747
+538
+257% +$36K ﹤0.01% 1557
2013
Q2 		$14K Buy
+209
New +$14.4K ﹤0.01% 2138

Other funds holding DO

LC
Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MAM
Majedie Asset Management London, United Kingdom $1.22B AUM 16.08% 1-Year Est. Return

Creative Planning's DO Position: Q3 2017 in Review

Creative Planning sold out of Diamond Offshore Drilling (DO) in Q3 2017, closing a stake of 2,244 shares — an estimated $24K sold.

Creative Planning first reported a position in DO in Q2 2013 and held it in 16 quarters. The position peaked at $759K in Q2 2014. 229 funds tracked by Wall St. Rank hold DO as of Q3 2017.

  • Creative Planning reported no remaining Diamond Offshore Drilling position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,244 Diamond Offshore Drilling shares in Q3 2017, an estimated $24K.
  • Creative Planning first reported a position in Diamond Offshore Drilling in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Diamond Offshore Drilling position peaked at $759K in Q2 2014.
  • 229 funds tracked by Wall St. Rank held Diamond Offshore Drilling as of Q3 2017.

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