Creative Planning
EOCN

Creative Planning’s Eocene Ltd. Ordinary Shares EOCN Stock Holding History

Creative Planning’s Portfolio EOCN Stock Details EOCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1
Closed -$4K – 4752
2016
Q4 		$4K Buy
+1
New +$5.28K ﹤0.01% 4045

Other funds holding EOCN

6CM
683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $131M AUM 35.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

Creative Planning's EOCN Position: Q1 2017 in Review

Creative Planning sold out of Eocene Ltd. Ordinary Shares (EOCN) in Q1 2017, closing a stake of 1 share — an estimated $4K sold.

Creative Planning first reported a position in EOCN in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 7 funds tracked by Wall St. Rank hold EOCN as of Q1 2017.

  • Creative Planning reported no remaining Eocene Ltd. Ordinary Shares position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 1 Eocene Ltd. Ordinary Shares share in Q1 2017, an estimated $4K.
  • Creative Planning first reported a position in Eocene Ltd. Ordinary Shares in Q4 2016 and held it in 1 quarter.
  • Creative Planning's Eocene Ltd. Ordinary Shares position peaked at $4K in Q4 2016.
  • 7 funds tracked by Wall St. Rank held Eocene Ltd. Ordinary Shares as of Q1 2017.

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