Creative Planning’s GLORI ENERGY INC COMMON STOCK GLRI Stock Holding History

Creative Planning’s Portfolio GLRI Stock Details GLRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-10,000	Closed	-$4K	–	4729
2015 Q4	$4K	Sell	10,000 -20,000	-67%	-$14.8K	﹤0.01%	3854
2015 Q3	$22K	Hold	30,000	–	–	﹤0.01%	2669
2015 Q2	$43K	Buy	30,000 +15,000	+100%	+$28.9K	﹤0.01%	1042
2015 Q1	$32K	Hold	15,000	–	–	﹤0.01%	2348
2014 Q4	$63K	Buy	15,000 +11,600	+341%	+$55.7K	﹤0.01%	1849
2014 Q3	$27K	Buy	+3,400	New	+$28.4K	﹤0.01%	2344

Other funds holding GLRI

General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return

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

Travelers Companies Saint Paul, Minnesota $127M AUM 14.47% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's GLRI Position: Q1 2016 in Review

Creative Planning sold out of GLORI ENERGY INC COMMON STOCK (GLRI) in Q1 2016, closing a stake of 10,000 shares — an estimated $4K sold.

Creative Planning first reported a position in GLRI in Q3 2014 and held it in 6 quarters. The position peaked at $63K in Q4 2014. 22 funds tracked by Wall St. Rank hold GLRI as of Q1 2016.

Creative Planning reported no remaining GLORI ENERGY INC COMMON STOCK position as of Q1 2016 after selling out during the quarter.
Creative Planning sold 10,000 GLORI ENERGY INC COMMON STOCK shares in Q1 2016, an estimated $4K.
Creative Planning first reported a position in GLORI ENERGY INC COMMON STOCK in Q3 2014 and held it in 6 quarters.
Creative Planning's GLORI ENERGY INC COMMON STOCK position peaked at $63K in Q4 2014.
22 funds tracked by Wall St. Rank held GLORI ENERGY INC COMMON STOCK as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.