Creative Planning’s US Ecology, Inc. ECOL Stock Holding History

Creative Planning’s Portfolio ECOL Stock Details ECOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-314	Closed	-$16K	–	4046
2017 Q2	$16K	Sell	314 -140	-31%	-$6.93K	﹤0.01%	3339
2017 Q1	$21K	Sell	454 -34	-7%	-$1.7K	﹤0.01%	3110
2016 Q4	$24K	Sell	488 -126	-21%	-$5.69K	﹤0.01%	2969
2016 Q3	$28K	Hold	614	–	–	﹤0.01%	2808
2016 Q2	$28K	Sell	614 -55	-8%	-$2.44K	﹤0.01%	2555
2016 Q1	$30K	Buy	669 +209	+45%	+$7.57K	﹤0.01%	2468
2015 Q4	$17K	Sell	460 -5,947	-93%	-$238K	﹤0.01%	2961
2015 Q3	$280K	Buy	+6,407	New	+$305K	﹤0.01%	1007
2014 Q3	–	Sell	-26	Closed	-$1K	–	4211
2014 Q2	$1K	Buy	+26	New	+$1.19K	﹤0.01%	3686
2013 Q3	–	Sell	-220	Closed	-$6K	–	3399
2013 Q2	$6K	Buy	+220	New	+$6.02K	﹤0.01%	2495

Other funds holding ECOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Creative Planning's ECOL Position: Q3 2017 in Review

Creative Planning sold out of US Ecology, Inc. (ECOL) in Q3 2017, closing a stake of 314 shares — an estimated $16K sold.

Creative Planning first reported a position in ECOL in Q2 2013 and held it in 10 quarters. The position peaked at $280K in Q3 2015. 147 funds tracked by Wall St. Rank hold ECOL as of Q3 2017.

Creative Planning reported no remaining US Ecology, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 314 US Ecology, Inc. shares in Q3 2017, an estimated $16K.
Creative Planning first reported a position in US Ecology, Inc. in Q2 2013 and held it in 10 quarters.
Creative Planning's US Ecology, Inc. position peaked at $280K in Q3 2015.
147 funds tracked by Wall St. Rank held US Ecology, Inc. as of Q3 2017.

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