Creative Planning
JONE

Creative Planning’s Jones Energy, Inc. JONE Stock Holding History

Creative Planning’s Portfolio JONE Stock Details JONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-54
Closed -$5K – 5052
2016
Q4 		$5K Buy
+54
New +$4.37K ﹤0.01% 4009
2015
Q4 		– Sell
-1,828
Closed -$161K – 4701
2015
Q3 		$161K Buy
1,828
+2
+0.1% +$233 ﹤0.01% 1316
2015
Q2 		$304K Buy
+1,826
New +$327K ﹤0.01% 794

Other funds holding JONE

MMI
Metalmark Management II New York $46.7M AUM 16.73% 1-Year Est. Return
JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $582M AUM 22.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Creative Planning's JONE Position: Q1 2017 in Review

Creative Planning sold out of Jones Energy, Inc. (JONE) in Q1 2017, closing a stake of 54 shares — an estimated $5K sold.

Creative Planning first reported a position in JONE in Q2 2015 and held it in 3 quarters. The position peaked at $304K in Q2 2015. 101 funds tracked by Wall St. Rank hold JONE as of Q1 2017.

  • Creative Planning reported no remaining Jones Energy, Inc. position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 54 Jones Energy, Inc. shares in Q1 2017, an estimated $5K.
  • Creative Planning first reported a position in Jones Energy, Inc. in Q2 2015 and held it in 3 quarters.
  • Creative Planning's Jones Energy, Inc. position peaked at $304K in Q2 2015.
  • 101 funds tracked by Wall St. Rank held Jones Energy, Inc. as of Q1 2017.

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