Creative Planning’s Montage Resources Corporation Common Stock MR Stock Holding History

Creative Planning’s Portfolio MR Stock Details MR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-27	Closed	-$1K	–	4164
2017 Q2	$1K	Hold	27	–	–	﹤0.01%	4546
2017 Q1	$1K	Hold	27	–	–	﹤0.01%	4542
2016 Q4	$1K	Hold	27	–	–	﹤0.01%	4537
2016 Q3	$1K	Hold	27	–	–	﹤0.01%	4486
2016 Q2	$1K	Hold	27	–	–	﹤0.01%	4259
2016 Q1	$1K	Hold	27	–	–	﹤0.01%	4212
2015 Q4	$1K	Hold	27	–	–	﹤0.01%	4291
2015 Q3	$1K	Buy	+27	New	+$1.55K	﹤0.01%	4194
2015 Q2	–	Sell	-37	Closed	-$3K	–	3422
2015 Q1	$3K	Hold	37	–	–	﹤0.01%	3796
2014 Q4	$4K	Buy	37 +17	+85%	+$2.83K	﹤0.01%	3632
2014 Q3	$5K	Buy	+20	New	+$5.92K	﹤0.01%	3333

Other funds holding MR

EECFI

EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return

EECFV

EnCap Energy Capital Fund VIII Houston, Texas $84.9M AUM 18.68% 1-Year Est. Return

EECFVCI

EnCap Energy Capital Fund VIII Co-Investors Houston, Texas $46.4M AUM 26.24% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Creative Planning's MR Position: Q3 2017 in Review

Creative Planning sold out of Montage Resources Corporation Common Stock (MR) in Q3 2017, closing a stake of 27 shares — an estimated $1K sold.

Creative Planning first reported a position in MR in Q3 2014 and held it in 11 quarters. The position peaked at $5K in Q3 2014. 96 funds tracked by Wall St. Rank hold MR as of Q3 2017.

Creative Planning reported no remaining Montage Resources Corporation Common Stock position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 27 Montage Resources Corporation Common Stock shares in Q3 2017, an estimated $1K.
Creative Planning first reported a position in Montage Resources Corporation Common Stock in Q3 2014 and held it in 11 quarters.
Creative Planning's Montage Resources Corporation Common Stock position peaked at $5K in Q3 2014.
96 funds tracked by Wall St. Rank held Montage Resources Corporation Common Stock as of Q3 2017.

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