Creative Planning’s Eagle Bulk Shipping Inc. EGLE Stock Holding History

Creative Planning’s Portfolio EGLE Stock Details EGLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-72	Closed	-$2K	–	4604
2017 Q2	$2K	Buy	72 +1	+1%	+$34	﹤0.01%	4389
2017 Q1	$3K	Buy	+71	New	+$2.92K	﹤0.01%	4243
2016 Q3	–	Hold	0	–	–	–	4944
2016 Q2	–	Hold	0	–	–	–	4753
2016 Q1	–	Sell	-1	Closed	-$174	–	4820
2015 Q4	$0	Hold	1	–	–	﹤0.01%	4855
2015 Q3	$1K	Buy	+1	New	+$1.05K	﹤0.01%	4258
2015 Q2	–	Hold	0	–	–	–	4103
2015 Q1	–	Hold	0	–	–	–	4663
2014 Q4	–	Sell	-2	Closed	-$4.12K	–	4607
2014 Q3	$4K	Hold	2	–	–	﹤0.01%	3469
2014 Q2	$17K	Hold	2	–	–	﹤0.01%	2606
2014 Q1	$24K	Buy	2 +1	+100%	+$10.6K	﹤0.01%	2273
2013 Q4	$11K	Hold	1	–	–	﹤0.01%	2543
2013 Q3	$15K	Hold	1	–	–	﹤0.01%	2267
2013 Q2	$8K	Buy	+1	New	+$9.41K	﹤0.01%	2393

Other funds holding EGLE

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

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

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

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

QGA

Q Global Advisors Fort Worth, Texas $113M AUM 20.91% 1-Year Est. Return

OIM

Oceanic Investment Management Douglas, Isle Of Man $118M AUM

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

BSP

Benefit Street Partners New York $86.4M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's EGLE Position: Q3 2017 in Review

Creative Planning sold out of Eagle Bulk Shipping Inc. (EGLE) in Q3 2017, closing a stake of 72 shares — an estimated $2K sold.

Creative Planning first reported a position in EGLE in Q2 2013 and held it in 10 quarters. The position peaked at $24K in Q1 2014. 54 funds tracked by Wall St. Rank hold EGLE as of Q3 2017.

Creative Planning reported no remaining Eagle Bulk Shipping Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 72 Eagle Bulk Shipping Inc. shares in Q3 2017, an estimated $2K.
Creative Planning first reported a position in Eagle Bulk Shipping Inc. in Q2 2013 and held it in 10 quarters.
Creative Planning's Eagle Bulk Shipping Inc. position peaked at $24K in Q1 2014.
54 funds tracked by Wall St. Rank held Eagle Bulk Shipping Inc. as of Q3 2017.

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