Creative Planning’s Just Energy Group Inc JE Stock Holding History

Creative Planning’s Portfolio JE Stock Details JE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-700	Closed	-$55K	–	2148
2019 Q3	$55K	Sell	700 -6	-0.8%	-$522	﹤0.01%	1781
2019 Q2	$100K	Sell	706 -152	-18%	-$18.3K	﹤0.01%	1745
2019 Q1	$96K	Buy	858 +61	+8%	+$7.19K	﹤0.01%	1717
2018 Q4	$87K	Buy	797 +18	+2%	+$2.09K	﹤0.01%	1647
2018 Q3	$80K	Buy	779 +6	+0.8%	+$663	﹤0.01%	1825
2018 Q2	$92K	Buy	773 +15	+2%	+$1.96K	﹤0.01%	1786
2018 Q1	$110K	Hold	758	–	–	﹤0.01%	1731
2017 Q4	$107K	Hold	758	–	–	﹤0.01%	1723
2017 Q3	$145K	Hold	758	–	–	﹤0.01%	1670
2017 Q2	$131K	Hold	758	–	–	﹤0.01%	1789
2017 Q1	$157K	Hold	758	–	–	﹤0.01%	1648
2016 Q4	$137K	Sell	758 -40	-5%	-$6.99K	﹤0.01%	1649
2016 Q3	$134K	Hold	798	–	–	﹤0.01%	1647
2016 Q2	$160K	Buy	798 +40	+5%	+$8.18K	﹤0.01%	1378
2016 Q1	$149K	Hold	758	–	–	﹤0.01%	1383
2015 Q4	$178K	Buy	+758	New	+$175K	﹤0.01%	1270
2015 Q2	–	Sell	-61	Closed	-$9K	–	3437
2015 Q1	$9K	Buy	61 +18	+42%	+$2.99K	﹤0.01%	3280
2014 Q4	$7K	Sell	43 -54	-56%	-$8.73K	﹤0.01%	3350
2014 Q3	$15K	Buy	97 +54	+126%	+$9.87K	﹤0.01%	2721
2014 Q2	$8K	Hold	43	–	–	﹤0.01%	3009
2014 Q1	$11K	Hold	43	–	–	﹤0.01%	2727
2013 Q4	$10K	Sell	43 -10	-19%	-$2.3K	﹤0.01%	2576
2013 Q3	$11K	Sell	53 -5	-9%	-$1.08K	﹤0.01%	2426
2013 Q2	$11K	Buy	+58	New	+$12.6K	﹤0.01%	2246

Other funds holding JE

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Creative Planning's JE Position: Q4 2019 in Review

Creative Planning sold out of Just Energy Group Inc (JE) in Q4 2019, closing a stake of 700 shares — an estimated $55K sold.

Creative Planning first reported a position in JE in Q2 2013 and held it in 24 quarters. The position peaked at $178K in Q4 2015. 62 funds tracked by Wall St. Rank hold JE as of Q4 2019.

Creative Planning reported no remaining Just Energy Group Inc position as of Q4 2019 after selling out during the quarter.
Creative Planning sold 700 Just Energy Group Inc shares in Q4 2019, an estimated $55K.
Creative Planning first reported a position in Just Energy Group Inc in Q2 2013 and held it in 24 quarters.
Creative Planning's Just Energy Group Inc position peaked at $178K in Q4 2015.
62 funds tracked by Wall St. Rank held Just Energy Group Inc as of Q4 2019.

Based on Creative Planning's 13F filing for Q4 2019, filed 30 Jan 2020.