Creative Planning
DYN

Creative Planning’s Dynegy, Inc. DYN Stock Holding History

Creative Planning’s Portfolio DYN Stock Details DYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,007
Closed -$8K – 4458
2017
Q2 		$8K Buy
1,007
+333
+49% +$2.52K ﹤0.01% 3792
2017
Q1 		$5K Buy
674
+664
+6,640% +$5.7K ﹤0.01% 4006
2016
Q4 		$0 Hold
10
– – ﹤0.01% 5014
2016
Q3 		$0 Sell
10
-8
-44% -$113 ﹤0.01% 4847
2016
Q2 		$0 Sell
18
-5
-22% -$87 ﹤0.01% 4637
2016
Q1 		$0 Hold
23
– – ﹤0.01% 4689
2015
Q4 		$0 Sell
23
-45
-66% -$772 ﹤0.01% 4716
2015
Q3 		$1K Buy
+68
New +$1.73K ﹤0.01% 4213
2015
Q2 		– Sell
-24
Closed -$1K – 3660
2015
Q1 		$1K Buy
24
+1
+4% +$29 ﹤0.01% 4116
2014
Q4 		$1K Sell
23
-13
-36% -$401 ﹤0.01% 4056
2014
Q3 		$1K Buy
36
+25
+227% +$742 ﹤0.01% 3918
2014
Q2 		$0 Buy
11
+7
+175% +$216 ﹤0.01% 4059
2014
Q1 		$0 Buy
4
+1
+33% +$22 ﹤0.01% 3851
2013
Q4 		$0 Hold
3
– – ﹤0.01% 3564
2013
Q3 		$0 Sell
3
-1
-25% -$20 ﹤0.01% 3442
2013
Q2 		$0 Buy
+4
New +$94 ﹤0.01% 3156

Other funds holding DYN

EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LM
Lasry Marc $15.1M AUM 10.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Creative Planning's DYN Position: Q3 2017 in Review

Creative Planning sold out of Dynegy, Inc. (DYN) in Q3 2017, closing a stake of 1,007 shares — an estimated $8K sold.

Creative Planning first reported a position in DYN in Q2 2013 and held it in 16 quarters. The position peaked at $8K in Q2 2017. 177 funds tracked by Wall St. Rank hold DYN as of Q3 2017.

  • Creative Planning reported no remaining Dynegy, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,007 Dynegy, Inc. shares in Q3 2017, an estimated $8K.
  • Creative Planning first reported a position in Dynegy, Inc. in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Dynegy, Inc. position peaked at $8K in Q2 2017.
  • 177 funds tracked by Wall St. Rank held Dynegy, Inc. as of Q3 2017.

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