Creative Planning’s EQUAL ENERGY LTD COM EQU Stock Holding History

Creative Planning’s Portfolio EQU Stock Details EQU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-509,050	Closed	-$2.76M	–	4348
2014 Q2	$2.76M	Sell	509,050 -65,749	-11%	-$332K	0.04%	183
2014 Q1	$2.63M	Sell	574,799 -24,100	-4%	-$125K	0.04%	162
2013 Q4	$3.2M	Buy	598,899 +597,399	+39,827%	+$2.94M	0.05%	131
2013 Q3	$7K	Buy	+1,500	New	+$6.66K	﹤0.01%	2637

Creative Planning's EQU Position: Q3 2014 in Review

Creative Planning sold out of EQUAL ENERGY LTD COM (EQU) in Q3 2014, closing a stake of 509,050 shares — an estimated $2.76M sold.

Creative Planning first reported a position in EQU in Q3 2013 and held it in 4 quarters. The position peaked at $3.2M in Q4 2013. 0 funds tracked by Wall St. Rank hold EQU as of Q3 2014.

Creative Planning reported no remaining EQUAL ENERGY LTD COM position as of Q3 2014 after selling out during the quarter.
Creative Planning sold 509,050 EQUAL ENERGY LTD COM shares in Q3 2014, an estimated $2.76M.
Creative Planning first reported a position in EQUAL ENERGY LTD COM in Q3 2013 and held it in 4 quarters.
Creative Planning's EQUAL ENERGY LTD COM position peaked at $3.2M in Q4 2013.
0 funds tracked by Wall St. Rank held EQUAL ENERGY LTD COM as of Q3 2014.

Based on Creative Planning's 13F filing for Q3 2014, filed 10 Oct 2014.