Creative Planning’s Endurance Specialty Holdings Ltd ENH Stock Holding History

Creative Planning’s Portfolio ENH Stock Details ENH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-977	Closed	-$90K	–	5106
2016 Q4	$90K	Sell	977 -168	-15%	-$15.4K	﹤0.01%	1944
2016 Q3	$75K	Buy	1,145 +177	+18%	+$11.7K	﹤0.01%	2060
2016 Q2	$65K	Hold	968	–	–	﹤0.01%	1963
2016 Q1	$63K	Buy	968 +101	+12%	+$6.32K	﹤0.01%	1935
2015 Q4	$55K	Buy	867 +799	+1,175%	+$51.4K	﹤0.01%	2051
2015 Q3	$4K	Buy	+68	New	+$4.44K	﹤0.01%	3777
2015 Q2	–	Sell	-73	Closed	-$4K	–	3770
2015 Q1	$4K	Hold	73	–	–	﹤0.01%	3693
2014 Q4	$4K	Buy	73 +23	+46%	+$1.32K	﹤0.01%	3644
2014 Q3	$3K	Sell	50 -50	-50%	-$2.77K	﹤0.01%	3585
2014 Q2	$5K	Buy	+100	New	+$5.2K	﹤0.01%	3271
2013 Q3	–	Sell	-23	Closed	-$1K	–	3454
2013 Q2	$1K	Buy	+23	New	+$1.14K	﹤0.01%	3013

Other funds holding ENH

FPF

FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning's ENH Position: Q1 2017 in Review

Creative Planning sold out of Endurance Specialty Holdings Ltd (ENH) in Q1 2017, closing a stake of 977 shares — an estimated $90K sold.

Creative Planning first reported a position in ENH in Q2 2013 and held it in 11 quarters. The position peaked at $90K in Q4 2016. 3 funds tracked by Wall St. Rank hold ENH as of Q1 2017.

Creative Planning reported no remaining Endurance Specialty Holdings Ltd position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 977 Endurance Specialty Holdings Ltd shares in Q1 2017, an estimated $90K.
Creative Planning first reported a position in Endurance Specialty Holdings Ltd in Q2 2013 and held it in 11 quarters.
Creative Planning's Endurance Specialty Holdings Ltd position peaked at $90K in Q4 2016.
3 funds tracked by Wall St. Rank held Endurance Specialty Holdings Ltd as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.