Creative Planning’s IVANHOE ENERGY INC COM SHS (CDA) IVAN Stock Holding History

Creative Planning’s Portfolio IVAN Stock Details IVAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-28,020	Closed	-$15K	–	4658
2014 Q4	$15K	Sell	28,020 -105	-0.4%	-$111	﹤0.01%	2888
2014 Q3	$46K	Buy	+28,125	New	+$51.7K	﹤0.01%	1986
2014 Q2	–	Sell	-27,508	Closed	-$104K	–	4167
2014 Q1	$104K	Buy	27,508 +5,952	+28%	+$24.1K	﹤0.01%	1385
2013 Q4	$94K	Buy	21,556 +286	+1%	+$1.24K	﹤0.01%	1230
2013 Q3	$122K	Buy	21,270 +1,428	+7%	+$8.26K	﹤0.01%	997
2013 Q2	$124K	Buy	+19,842	New	+$189K	﹤0.01%	875

Other funds holding IVAN

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning's IVAN Position: Q1 2015 in Review

Creative Planning sold out of IVANHOE ENERGY INC COM SHS (CDA) (IVAN) in Q1 2015, closing a stake of 28,020 shares — an estimated $15K sold.

Creative Planning first reported a position in IVAN in Q2 2013 and held it in 6 quarters. The position peaked at $124K in Q2 2013. 3 funds tracked by Wall St. Rank hold IVAN as of Q1 2015.

Creative Planning reported no remaining IVANHOE ENERGY INC COM SHS (CDA) position as of Q1 2015 after selling out during the quarter.
Creative Planning sold 28,020 IVANHOE ENERGY INC COM SHS (CDA) shares in Q1 2015, an estimated $15K.
Creative Planning first reported a position in IVANHOE ENERGY INC COM SHS (CDA) in Q2 2013 and held it in 6 quarters.
Creative Planning's IVANHOE ENERGY INC COM SHS (CDA) position peaked at $124K in Q2 2013.
3 funds tracked by Wall St. Rank held IVANHOE ENERGY INC COM SHS (CDA) as of Q1 2015.

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