Creative Planning
FES

Creative Planning’s Forbes Energy Services Ltd FES Stock Holding History

Creative Planning’s Portfolio FES Stock Details FES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-305
Closed – – 4549
2014
Q4 		$0 Buy
+305
New +$721 ﹤0.01% 4480

Other funds holding FES

SPH
Steel Partners Holdings New York $96.4M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MCM
Mast Capital Management Boston, Massachusetts $68.6M AUM 19.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Creative Planning's FES Position: Q1 2015 in Review

Creative Planning sold out of Forbes Energy Services Ltd (FES) in Q1 2015, closing a stake of 305 shares.

Creative Planning first reported a position in FES in Q4 2014 and held it in 1 quarter. The position peaked at $0 in Q4 2014. 26 funds tracked by Wall St. Rank hold FES as of Q1 2015.

  • Creative Planning reported no remaining Forbes Energy Services Ltd position as of Q1 2015 after selling out during the quarter.
  • Creative Planning sold 305 Forbes Energy Services Ltd shares in Q1 2015.
  • Creative Planning first reported a position in Forbes Energy Services Ltd in Q4 2014 and held it in 1 quarter.
  • Creative Planning's Forbes Energy Services Ltd position peaked at $0 in Q4 2014.
  • 26 funds tracked by Wall St. Rank held Forbes Energy Services Ltd as of Q1 2015.

Based on Creative Planning's 13F filing for Q1 2015, filed 13 Apr 2015.