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 $868M AUM 32.25% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning's ENSV Position: Q1 2020 in Review

Creative Planning sold out of Enservco Corp. (ENSV) in Q1 2020, closing a stake of 1,667 shares — an estimated $5K sold.

Creative Planning first reported a position in ENSV in Q2 2016 and held it in 15 quarters. The position peaked at $29K in Q2 2018. 13 funds tracked by Wall St. Rank hold ENSV as of Q1 2020.

Creative Planning reported no remaining Enservco Corp. position as of Q1 2020 after selling out during the quarter.
Creative Planning sold 1,667 Enservco Corp. shares in Q1 2020, an estimated $5K.
Creative Planning first reported a position in Enservco Corp. in Q2 2016 and held it in 15 quarters.
Creative Planning's Enservco Corp. position peaked at $29K in Q2 2018.
13 funds tracked by Wall St. Rank held Enservco Corp. as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.