Creative Planning
DWSN icon

Creative Planning’s Dawson Geophysical DWSN Stock Holding History

Creative Planning’s Portfolio DWSN Stock Details DWSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4
Closed – – 4659
2017
Q1 		$0 Buy
+4
New +$28 ﹤0.01% 4701
2016
Q1 		– Sell
-1,294
Closed -$4K – 4365
2015
Q4 		$4K Hold
1,294
– – ﹤0.01% 3774
2015
Q3 		$5K Buy
+1,294
New +$5.32K ﹤0.01% 3594
2015
Q2 		– Sell
-1,294
Closed -$5K – 1587
2015
Q1 		$5K Buy
+1,294
New +$6.99K ﹤0.01% 3519
2014
Q1 		– Sell
-2
Closed – – 3655
2013
Q4 		$0 Buy
+2
New +$42 ﹤0.01% 3344
2013
Q3 		– Sell
-39
Closed -$1K – 3239
2013
Q2 		$1K Buy
+39
New +$971 ﹤0.01% 2934

Other funds holding DWSN

BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $473M AUM 63.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Creative Planning's DWSN Position: Q2 2017 in Review

Creative Planning sold out of Dawson Geophysical (DWSN) in Q2 2017, closing a stake of 4 shares.

Creative Planning first reported a position in DWSN in Q2 2013 and held it in 6 quarters. The position peaked at $5K in Q3 2015. 65 funds tracked by Wall St. Rank hold DWSN as of Q2 2017.

  • Creative Planning reported no remaining Dawson Geophysical position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 4 Dawson Geophysical shares in Q2 2017.
  • Creative Planning first reported a position in Dawson Geophysical in Q2 2013 and held it in 6 quarters.
  • Creative Planning's Dawson Geophysical position peaked at $5K in Q3 2015.
  • 65 funds tracked by Wall St. Rank held Dawson Geophysical as of Q2 2017.

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