Creative Planning
EGL

Creative Planning’s Engility Holdings, Inc. EGL Stock Holding History

Creative Planning’s Portfolio EGL Stock Details EGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-212
Closed -$6K – 4584
2017
Q2 		$6K Sell
212
-12
-5% -$335 ﹤0.01% 3957
2017
Q1 		$6K Sell
224
-35
-14% -$1.07K ﹤0.01% 3924
2016
Q4 		$9K Buy
259
+53
+26% +$1.75K ﹤0.01% 3655
2016
Q3 		$6K Buy
206
+88
+75% +$2.58K ﹤0.01% 3850
2016
Q2 		$2K Sell
118
-16
-12% -$339 ﹤0.01% 4115
2016
Q1 		$3K Sell
134
-34
-20% -$611 ﹤0.01% 3889
2015
Q4 		$5K Hold
168
– – ﹤0.01% 3743
2015
Q3 		$4K Buy
+168
New +$4.36K ﹤0.01% 3784
2015
Q2 		– Sell
-168
Closed -$5K – 4074
2015
Q1 		$5K Hold
168
– – ﹤0.01% 3596
2014
Q4 		$7K Buy
168
+50
+42% +$1.99K ﹤0.01% 3371
2014
Q3 		$4K Buy
118
+7
+6% +$246 ﹤0.01% 3459
2014
Q2 		$4K Buy
111
+2
+2% +$83 ﹤0.01% 3368
2014
Q1 		$5K Hold
109
– – ﹤0.01% 3139
2013
Q4 		$4K Sell
109
-8
-7% -$251 ﹤0.01% 2966
2013
Q3 		$4K Buy
117
+7
+6% +$227 ﹤0.01% 2854
2013
Q2 		$3K Buy
+110
New +$2.72K ﹤0.01% 2777

Other funds holding EGL

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Creative Planning's EGL Position: Q3 2017 in Review

Creative Planning sold out of Engility Holdings, Inc. (EGL) in Q3 2017, closing a stake of 212 shares — an estimated $6K sold.

Creative Planning first reported a position in EGL in Q2 2013 and held it in 16 quarters. The position peaked at $9K in Q4 2016. 137 funds tracked by Wall St. Rank hold EGL as of Q3 2017.

  • Creative Planning reported no remaining Engility Holdings, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 212 Engility Holdings, Inc. shares in Q3 2017, an estimated $6K.
  • Creative Planning first reported a position in Engility Holdings, Inc. in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Engility Holdings, Inc. position peaked at $9K in Q4 2016.
  • 137 funds tracked by Wall St. Rank held Engility Holdings, Inc. as of Q3 2017.

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