Creative Planning
EFOI icon

Creative Planning’s Energy Focus EFOI Stock Holding History

Creative Planning’s Portfolio EFOI Stock Details EFOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-71
Closed -$30K – 4438
2015
Q3 		$30K Buy
+71
New +$35.5K ﹤0.01% 2419

Other funds holding EFOI

SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Timpani Capital Management Milwaukee, Wisconsin $209M AUM 62.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return

Creative Planning's EFOI Position: Q4 2015 in Review

Creative Planning sold out of Energy Focus (EFOI) in Q4 2015, closing a stake of 71 shares — an estimated $30K sold.

Creative Planning first reported a position in EFOI in Q3 2015 and held it in 1 quarter. The position peaked at $30K in Q3 2015. 47 funds tracked by Wall St. Rank hold EFOI as of Q4 2015.

  • Creative Planning reported no remaining Energy Focus position as of Q4 2015 after selling out during the quarter.
  • Creative Planning sold 71 Energy Focus shares in Q4 2015, an estimated $30K.
  • Creative Planning first reported a position in Energy Focus in Q3 2015 and held it in 1 quarter.
  • Creative Planning's Energy Focus position peaked at $30K in Q3 2015.
  • 47 funds tracked by Wall St. Rank held Energy Focus as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.