Creative Planning
LONE

Creative Planning’s Lonestar Resources US Inc. Class A Common Stock LONE Stock Holding History

Creative Planning’s Portfolio LONE Stock Details LONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-26
Closed – – 4175
2017
Q2 		$0 Sell
26
-200
-88% -$885 ﹤0.01% 4935
2017
Q1 		$1K Buy
226
+200
+769% +$1.27K ﹤0.01% 4543
2016
Q4 		$0 Hold
26
– – ﹤0.01% 4948
2016
Q3 		$0 Buy
+26
New +$266 ﹤0.01% 4806

Other funds holding LONE

JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
PIA
Phoenix Investment Adviser New York $28.5M AUM 17.56% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

Creative Planning's LONE Position: Q3 2017 in Review

Creative Planning sold out of Lonestar Resources US Inc. Class A Common Stock (LONE) in Q3 2017, closing a stake of 26 shares.

Creative Planning first reported a position in LONE in Q3 2016 and held it in 4 quarters. The position peaked at $1K in Q1 2017. 29 funds tracked by Wall St. Rank hold LONE as of Q3 2017.

  • Creative Planning reported no remaining Lonestar Resources US Inc. Class A Common Stock position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 26 Lonestar Resources US Inc. Class A Common Stock shares in Q3 2017.
  • Creative Planning first reported a position in Lonestar Resources US Inc. Class A Common Stock in Q3 2016 and held it in 4 quarters.
  • Creative Planning's Lonestar Resources US Inc. Class A Common Stock position peaked at $1K in Q1 2017.
  • 29 funds tracked by Wall St. Rank held Lonestar Resources US Inc. Class A Common Stock as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.