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
2014 Q2	–	Sell	-1,000	Closed	-$2K	–	4075
2014 Q1	$2K	Buy	+1,000	New	+$55.1K	﹤0.01%	3427

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.