Creative Planning’s Erin Energy Corp ERN Stock Holding History

Creative Planning’s Portfolio ERN Stock Details ERN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,670	Closed	-$2K	–	4447
2017 Q2	$2K	Hold	1,670	–	–	﹤0.01%	4381
2017 Q1	$4K	Sell	1,670 -1,183	-41%	-$3.78K	﹤0.01%	4115
2016 Q4	$9K	Hold	2,853	–	–	﹤0.01%	3652
2016 Q3	$7K	Buy	2,853 +1,183	+71%	+$2.87K	﹤0.01%	3759
2016 Q2	$4K	Hold	1,670	–	–	﹤0.01%	3816
2016 Q1	$3K	Hold	1,670	–	–	﹤0.01%	3871
2015 Q4	$5K	Hold	1,670	–	–	﹤0.01%	3733
2015 Q3	$7K	Buy	+1,670	New	+$6.52K	﹤0.01%	3471
2014 Q4	–	Sell	-2,482	Closed	-$9K	–	4457
2014 Q3	$9K	Buy	2,482 +1,666	+204%	+$6.37K	﹤0.01%	3034
2014 Q2	$3K	Hold	816	–	–	﹤0.01%	3448
2014 Q1	$4K	Buy	816 +5	+0.6%	+$20	﹤0.01%	3218
2013 Q4	$3K	Hold	811	–	–	﹤0.01%	3049
2013 Q3	$2K	Hold	811	–	–	﹤0.01%	3033
2013 Q2	$1K	Buy	+811	New	+$1.14K	﹤0.01%	3010

Other funds holding ERN

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ECM

Element Capital Management New York $1.05B AUM 5.05% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Creative Planning's ERN Position: Q3 2017 in Review

Creative Planning sold out of Erin Energy Corp (ERN) in Q3 2017, closing a stake of 1,670 shares — an estimated $2K sold.

Creative Planning first reported a position in ERN in Q2 2013 and held it in 14 quarters. The position peaked at $9K in Q4 2016. 30 funds tracked by Wall St. Rank hold ERN as of Q3 2017.

Creative Planning reported no remaining Erin Energy Corp position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,670 Erin Energy Corp shares in Q3 2017, an estimated $2K.
Creative Planning first reported a position in Erin Energy Corp in Q2 2013 and held it in 14 quarters.
Creative Planning's Erin Energy Corp position peaked at $9K in Q4 2016.
30 funds tracked by Wall St. Rank held Erin Energy Corp as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.