Creative Planning’s Erickson Incorporated EAC Stock Holding History

Creative Planning’s Portfolio EAC Stock Details EAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-6,000	Closed	-$4K	–	5062
2016 Q3	$4K	Hold	6,000	–	–	﹤0.01%	4043
2016 Q2	$4K	Buy	6,000 +5,000	+500%	+$5.58K	﹤0.01%	3829
2016 Q1	$2K	Hold	1,000	–	–	﹤0.01%	4052
2015 Q4	$2K	Hold	1,000	–	–	﹤0.01%	4127
2015 Q3	$3K	Buy	+1,000	New	+$3.49K	﹤0.01%	3892
2014 Q2	–	Sell	-1,385	Closed	-$27K	–	4081
2014 Q1	$27K	Hold	1,385	–	–	﹤0.01%	2209
2013 Q4	$29K	Sell	1,385 -1,000	-42%	-$19.1K	﹤0.01%	1981
2013 Q3	$37K	Hold	2,385	–	–	﹤0.01%	1714
2013 Q2	$45K	Buy	+2,385	New	+$51.4K	﹤0.01%	1447

Other funds holding EAC

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Arxis Securities New York $18.7M AUM

Creative Planning's EAC Position: Q4 2016 in Review

Creative Planning sold out of Erickson Incorporated (EAC) in Q4 2016, closing a stake of 6,000 shares — an estimated $4K sold.

Creative Planning first reported a position in EAC in Q2 2013 and held it in 9 quarters. The position peaked at $45K in Q2 2013. 2 funds tracked by Wall St. Rank hold EAC as of Q4 2016.

Creative Planning reported no remaining Erickson Incorporated position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 6,000 Erickson Incorporated shares in Q4 2016, an estimated $4K.
Creative Planning first reported a position in Erickson Incorporated in Q2 2013 and held it in 9 quarters.
Creative Planning's Erickson Incorporated position peaked at $45K in Q2 2013.
2 funds tracked by Wall St. Rank held Erickson Incorporated as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.