Creative Planning’s L & L ENERGY INC COM STK (NV) LLEN Stock Holding History

Creative Planning’s Portfolio LLEN Stock Details LLEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-200	Closed	–	–	4208
2014 Q1	$0	Hold	200	–	–	﹤0.01%	3966
2013 Q4	$0	Sell	200 -1,300	-87%	-$1.93K	﹤0.01%	3717
2013 Q3	$2K	Buy	1,500 +500	+50%	+$1.36K	﹤0.01%	3065
2013 Q2	$4K	Buy	+1,000	New	+$3.35K	﹤0.01%	2683

Other funds holding LLEN

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

CAM

Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Intrust Bank Wichita, Kansas $1.23B AUM 26.34% 1-Year Est. Return

Creative Planning's LLEN Position: Q2 2014 in Review

Creative Planning sold out of L & L ENERGY INC COM STK (NV) (LLEN) in Q2 2014, closing a stake of 200 shares.

Creative Planning first reported a position in LLEN in Q2 2013 and held it in 4 quarters. The position peaked at $4K in Q2 2013. 7 funds tracked by Wall St. Rank hold LLEN as of Q2 2014.

Creative Planning reported no remaining L & L ENERGY INC COM STK (NV) position as of Q2 2014 after selling out during the quarter.
Creative Planning sold 200 L & L ENERGY INC COM STK (NV) shares in Q2 2014.
Creative Planning first reported a position in L & L ENERGY INC COM STK (NV) in Q2 2013 and held it in 4 quarters.
Creative Planning's L & L ENERGY INC COM STK (NV) position peaked at $4K in Q2 2013.
7 funds tracked by Wall St. Rank held L & L ENERGY INC COM STK (NV) as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.