Creative Planning
ENSV

Creative Planning’s Enservco Corp. ENSV Stock Holding History

Creative Planning’s Portfolio ENSV Stock Details ENSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,667
Closed -$5K – 2123
2019
Q4 		$5K Hold
1,667
– – ﹤0.01% 1935
2019
Q3 		$6K Hold
1,667
– – ﹤0.01% 1921
2019
Q2 		$9K Hold
1,667
– – ﹤0.01% 1943
2019
Q1 		$13K Hold
1,667
– – ﹤0.01% 1866
2018
Q4 		$9K Hold
1,667
– – ﹤0.01% 1845
2018
Q3 		$20K Hold
1,667
– – ﹤0.01% 1949
2018
Q2 		$29K Hold
1,667
– – ﹤0.01% 1885
2018
Q1 		$23K Hold
1,667
– – ﹤0.01% 1876
2017
Q4 		$16K Hold
1,667
– – ﹤0.01% 1865
2017
Q3 		$13K Hold
1,667
– – ﹤0.01% 1849
2017
Q2 		$8K Hold
1,667
– – ﹤0.01% 3779
2017
Q1 		$8K Hold
1,667
– – ﹤0.01% 3747
2016
Q4 		$14K Buy
1,667
+1,250
+300% +$10.4K ﹤0.01% 3333
2016
Q3 		$4K Hold
417
– – ﹤0.01% 4009
2016
Q2 		$4K Buy
+417
New +$4.24K ﹤0.01% 3790

Other funds holding ENSV

HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return