Creative Planning
IOC

Creative Planning’s Interoil Corporation IOC Stock Holding History

Creative Planning’s Portfolio IOC Stock Details IOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-17,380
Closed -$827K – 5128
2016
Q4 		$827K Sell
17,380
-2,967
-15% -$145K 0.01% 692
2016
Q3 		$1.04M Hold
20,347
– – 0.01% 579
2016
Q2 		$916K Buy
20,347
+100
+0.5% +$3.68K 0.01% 547
2016
Q1 		$644K Buy
20,247
+12,125
+149% +$341K 0.01% 664
2015
Q4 		$255K Buy
8,122
+2,000
+33% +$73.5K ﹤0.01% 1071
2015
Q3 		$206K Buy
+6,122
New +$248K ﹤0.01% 1179
2015
Q2 		– Sell
-6,322
Closed -$292K – 3784
2015
Q1 		$292K Buy
6,322
+399
+7% +$17.1K ﹤0.01% 1008
2014
Q4 		$289K Buy
5,923
+1,985
+50% +$106K ﹤0.01% 956
2014
Q3 		$214K Buy
3,938
+351
+10% +$20.5K ﹤0.01% 1024
2014
Q2 		$229K Sell
3,587
-100
-3% -$6.38K ﹤0.01% 959
2014
Q1 		$239K Hold
3,687
– – ﹤0.01% 918
2013
Q4 		$190K Sell
3,687
-50
-1% -$3.46K ﹤0.01% 883
2013
Q3 		$266K Buy
3,737
+3,257
+679% +$243K 0.01% 658
2013
Q2 		$33K Buy
+480
New +$37.5K ﹤0.01% 1630

Other funds holding IOC

TCM
Tufton Capital Management Hunt Valley, Maryland $550M AUM 24.82% 1-Year Est. Return
TCM
Texan Capital Management Houston, Texas $154M AUM 10.81% 1-Year Est. Return

Creative Planning's IOC Position: Q1 2017 in Review

Creative Planning sold out of Interoil Corporation (IOC) in Q1 2017, closing a stake of 17,380 shares — an estimated $827K sold.

Creative Planning first reported a position in IOC in Q2 2013 and held it in 14 quarters. The position peaked at $1.04M in Q3 2016. 3 funds tracked by Wall St. Rank hold IOC as of Q1 2017.

  • Creative Planning reported no remaining Interoil Corporation position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 17,380 Interoil Corporation shares in Q1 2017, an estimated $827K.
  • Creative Planning first reported a position in Interoil Corporation in Q2 2013 and held it in 14 quarters.
  • Creative Planning's Interoil Corporation position peaked at $1.04M in Q3 2016.
  • 3 funds tracked by Wall St. Rank held Interoil Corporation as of Q1 2017.

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