Creative Planning’s Enlightify Inc ENFY Stock Holding History

Creative Planning’s Portfolio ENFY Stock Details ENFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-83	Closed	-$1K	–	3794
2017 Q2	$1K	Sell	83 -25	-23%	-$381	﹤0.01%	4522
2017 Q1	$2K	Hold	108	–	–	﹤0.01%	4331
2016 Q4	$2K	Hold	108	–	–	﹤0.01%	4321
2016 Q3	$2K	Hold	108	–	–	﹤0.01%	4272
2016 Q2	$2K	Hold	108	–	–	﹤0.01%	4065
2016 Q1	$2K	Sell	108 -267	-71%	-$4.14K	﹤0.01%	4007
2015 Q4	$7K	Hold	375	–	–	﹤0.01%	3532
2015 Q3	$8K	Buy	+375	New	+$8.5K	﹤0.01%	3371
2015 Q2	–	Sell	-375	Closed	-$8K	–	3103
2015 Q1	$8K	Hold	375	–	–	﹤0.01%	3341
2014 Q4	$7K	Buy	375 +17	+5%	+$404	﹤0.01%	3343
2014 Q3	$9K	Buy	358 +83	+30%	+$2.18K	﹤0.01%	3020
2014 Q2	$7K	Sell	275 -833	-75%	-$25.8K	﹤0.01%	3063
2014 Q1	$38K	Hold	1,108	–	–	﹤0.01%	1982
2013 Q4	$48K	Sell	1,108 -9	-0.8%	-$446	﹤0.01%	1635
2013 Q3	$61K	Hold	1,117	–	–	﹤0.01%	1395
2013 Q2	$38K	Buy	+1,117	New	+$39.9K	﹤0.01%	1531

Other funds holding ENFY

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SIM

Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return

BCM

Buckhead Capital Management Atlanta, Georgia $265M AUM 11.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's ENFY Position: Q3 2017 in Review

Creative Planning sold out of Enlightify Inc (ENFY) in Q3 2017, closing a stake of 83 shares — an estimated $1K sold.

Creative Planning first reported a position in ENFY in Q2 2013 and held it in 16 quarters. The position peaked at $61K in Q3 2013. 22 funds tracked by Wall St. Rank hold ENFY as of Q3 2017.

Creative Planning reported no remaining Enlightify Inc position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 83 Enlightify Inc shares in Q3 2017, an estimated $1K.
Creative Planning first reported a position in Enlightify Inc in Q2 2013 and held it in 16 quarters.
Creative Planning's Enlightify Inc position peaked at $61K in Q3 2013.
22 funds tracked by Wall St. Rank held Enlightify Inc as of Q3 2017.

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