Creative Planning
EDE

Creative Planning’s Empire District Electric EDE Stock Holding History

Creative Planning’s Portfolio EDE Stock Details EDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-9,814
Closed -$335K – 5187
2016
Q4 		$335K Buy
9,814
+1,632
+20% +$55.8K ﹤0.01% 1140
2016
Q3 		$279K Buy
8,182
+31
+0.4% +$1.05K ﹤0.01% 1218
2016
Q2 		$277K Buy
8,151
+169
+2% +$5.67K ﹤0.01% 1093
2016
Q1 		$264K Buy
7,982
+206
+3% +$6.41K ﹤0.01% 1078
2015
Q4 		$218K Buy
7,776
+37
+0.5% +$876 ﹤0.01% 1151
2015
Q3 		$171K Buy
+7,739
New +$172K ﹤0.01% 1281
2015
Q2 		– Sell
-4,423
Closed -$110K – 4243
2015
Q1 		$110K Buy
4,423
+301
+7% +$8.19K ﹤0.01% 1531
2014
Q4 		$123K Buy
4,122
+421
+11% +$11.6K ﹤0.01% 1436
2014
Q3 		$89K Hold
3,701
– – ﹤0.01% 1557
2014
Q2 		$95K Sell
3,701
-1,088
-23% -$26.3K ﹤0.01% 1473
2014
Q1 		$116K Sell
4,789
-2,011
-30% -$46.8K ﹤0.01% 1312
2013
Q4 		$154K Sell
6,800
-1,463
-18% -$32.9K ﹤0.01% 982
2013
Q3 		$179K Buy
8,263
+2,147
+35% +$48.1K ﹤0.01% 814
2013
Q2 		$136K Buy
+6,116
New +$137K ﹤0.01% 832

Other funds holding EDE

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Creative Planning's EDE Position: Q1 2017 in Review

Creative Planning sold out of Empire District Electric (EDE) in Q1 2017, closing a stake of 9,814 shares — an estimated $335K sold.

Creative Planning first reported a position in EDE in Q2 2013 and held it in 14 quarters. The position peaked at $335K in Q4 2016. 1 fund tracked by Wall St. Rank holds EDE as of Q1 2017.

  • Creative Planning reported no remaining Empire District Electric position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 9,814 Empire District Electric shares in Q1 2017, an estimated $335K.
  • Creative Planning first reported a position in Empire District Electric in Q2 2013 and held it in 14 quarters.
  • Creative Planning's Empire District Electric position peaked at $335K in Q4 2016.
  • 1 fund tracked by Wall St. Rank held Empire District Electric as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.