Creative Planning
ENG

Creative Planning’s ENGlobal Corp ENG Stock Holding History

Creative Planning’s Portfolio ENG Stock Details ENG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-24,480
Closed -$885K – 2661
2021
Q1 		$885K Buy
24,480
+1,250
+5% +$58.7K ﹤0.01% 1096
2020
Q4 		$595K Buy
23,230
+3,062
+15% +$35.1K ﹤0.01% 1210
2020
Q3 		$139K Sell
20,168
-625
-3% -$4.87K ﹤0.01% 1776
2020
Q2 		$171K Buy
20,793
+792
+4% +$6.17K ﹤0.01% 1569
2020
Q1 		$125K Buy
20,001
+625
+3% +$4.54K ﹤0.01% 1487
2019
Q4 		$152K Buy
19,376
+1,250
+7% +$10.2K ﹤0.01% 1697
2019
Q3 		$145K Hold
18,126
– – ﹤0.01% 1673
2019
Q2 		$131K Hold
18,126
– – ﹤0.01% 1714
2019
Q1 		$74K Hold
18,126
– – ﹤0.01% 1746
2018
Q4 		$83K Hold
18,126
– – ﹤0.01% 1653
2018
Q3 		$148K Hold
18,126
– – ﹤0.01% 1725
2018
Q2 		$187K Buy
18,126
+2,063
+13% +$16.8K ﹤0.01% 1657
2018
Q1 		$107K Hold
16,063
– – ﹤0.01% 1739
2017
Q4 		$112K Sell
16,063
-1,563
-9% -$12.2K ﹤0.01% 1716
2017
Q3 		$179K Sell
17,626
-625
-3% -$6.24K ﹤0.01% 1628
2017
Q2 		$188K Hold
18,251
– – ﹤0.01% 1556
2017
Q1 		$270K Buy
+18,251
New +$343K ﹤0.01% 1324

Other funds holding ENG

OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return

Creative Planning's ENG Position: Q2 2021 in Review

Creative Planning sold out of ENGlobal Corp (ENG) in Q2 2021, closing a stake of 24,480 shares — an estimated $885K sold.

Creative Planning first reported a position in ENG in Q1 2017 and held it in 17 quarters. The position peaked at $885K in Q1 2021. 34 funds tracked by Wall St. Rank hold ENG as of Q2 2021.

  • Creative Planning reported no remaining ENGlobal Corp position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 24,480 ENGlobal Corp shares in Q2 2021, an estimated $885K.
  • Creative Planning first reported a position in ENGlobal Corp in Q1 2017 and held it in 17 quarters.
  • Creative Planning's ENGlobal Corp position peaked at $885K in Q1 2021.
  • 34 funds tracked by Wall St. Rank held ENGlobal Corp as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.