Creative Planning
ECT

Creative Planning’s ECA Marcellus Trust 1 Interest ECT Stock Holding History

Creative Planning’s Portfolio ECT Stock Details ECT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-26,997
Closed -$12K – 2317
2020
Q2 		$12K Hold
26,997
– – ﹤0.01% 1871
2020
Q1 		$9K Buy
26,997
+3,000
+13% +$1.62K ﹤0.01% 1778
2019
Q4 		$17K Hold
23,997
– – ﹤0.01% 1889
2019
Q3 		$29K Sell
23,997
-147
-0.6% -$216 ﹤0.01% 1836
2019
Q2 		$42K Buy
24,144
+11,019
+84% +$20.1K ﹤0.01% 1831
2019
Q1 		$23K Hold
13,125
– – ﹤0.01% 1834
2018
Q4 		$19K Buy
13,125
+3,000
+30% +$5.41K ﹤0.01% 1793
2018
Q3 		$19K Hold
10,125
– – ﹤0.01% 1956
2018
Q2 		$21K Buy
+10,125
New +$18.9K ﹤0.01% 1910
2017
Q3 		– Sell
-200
Closed – – 4194
2017
Q2 		$0 Hold
200
– – ﹤0.01% 4940
2017
Q1 		$0 Hold
200
– – ﹤0.01% 5023
2016
Q4 		$0 Sell
200
-300
-60% -$664 ﹤0.01% 4954
2016
Q3 		$1K Buy
500
+200
+67% +$426 ﹤0.01% 4488
2016
Q2 		$1K Hold
300
– – ﹤0.01% 4262
2016
Q1 		$0 Buy
+300
New +$360 ﹤0.01% 4639
2014
Q4 		– Sell
-600
Closed -$3K – 4419
2014
Q3 		$3K Sell
600
-3,125
-84% -$21K ﹤0.01% 3567
2014
Q2 		$27K Buy
3,725
+3,525
+1,763% +$27.9K ﹤0.01% 2313
2014
Q1 		$2K Buy
+200
New +$1.76K ﹤0.01% 3411

Other funds holding ECT

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

Creative Planning's ECT Position: Q3 2020 in Review

Creative Planning sold out of ECA Marcellus Trust 1 Interest (ECT) in Q3 2020, closing a stake of 26,997 shares — an estimated $12K sold.

Creative Planning first reported a position in ECT in Q1 2014 and held it in 18 quarters. The position peaked at $42K in Q2 2019. 5 funds tracked by Wall St. Rank hold ECT as of Q3 2020.

  • Creative Planning reported no remaining ECA Marcellus Trust 1 Interest position as of Q3 2020 after selling out during the quarter.
  • Creative Planning sold 26,997 ECA Marcellus Trust 1 Interest shares in Q3 2020, an estimated $12K.
  • Creative Planning first reported a position in ECA Marcellus Trust 1 Interest in Q1 2014 and held it in 18 quarters.
  • Creative Planning's ECA Marcellus Trust 1 Interest position peaked at $42K in Q2 2019.
  • 5 funds tracked by Wall St. Rank held ECA Marcellus Trust 1 Interest as of Q3 2020.

Based on Creative Planning's 13F filing for Q3 2020, filed 5 Nov 2020.