Creative Planning’s Pioneer Energy Services Corp. PES Stock Holding History

Creative Planning’s Portfolio PES Stock Details PES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-7,900	Closed	-$16K	–	4287
2017 Q2	$16K	Buy	7,900 +400	+5%	+$1.15K	﹤0.01%	3344
2017 Q1	$30K	Buy	7,500 +100	+1%	+$556	﹤0.01%	2851
2016 Q4	$51K	Hold	7,400	–	–	﹤0.01%	2381
2016 Q3	$30K	Buy	7,400 +1,100	+17%	+$4.06K	﹤0.01%	2756
2016 Q2	$29K	Hold	6,300	–	–	﹤0.01%	2532
2016 Q1	$14K	Sell	6,300 -2,000	-24%	-$3.3K	﹤0.01%	3022
2015 Q4	$18K	Buy	8,300 +4,500	+118%	+$11.6K	﹤0.01%	2933
2015 Q3	$8K	Buy	+3,800	New	+$12.9K	﹤0.01%	3381
2015 Q2	–	Sell	-3,300	Closed	-$18K	–	3529
2015 Q1	$18K	Buy	3,300 +900	+38%	+$4.48K	﹤0.01%	2816
2014 Q4	$13K	Buy	2,400 +100	+4%	+$810	﹤0.01%	2982
2014 Q3	$32K	Hold	2,300	–	–	﹤0.01%	2213
2014 Q2	$40K	Sell	2,300 -100	-4%	-$1.5K	﹤0.01%	2031
2014 Q1	$31K	Hold	2,400	–	–	﹤0.01%	2127
2013 Q4	$19K	Hold	2,400	–	–	﹤0.01%	2224
2013 Q3	$18K	Buy	2,400 +500	+26%	+$3.56K	﹤0.01%	2170
2013 Q2	$13K	Buy	+1,900	New	+$13.8K	﹤0.01%	2162

Other funds holding PES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VDBMI

Van Den Berg Management I Austin, Texas $473M AUM 63.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning's PES Position: Q3 2017 in Review

Creative Planning sold out of Pioneer Energy Services Corp. (PES) in Q3 2017, closing a stake of 7,900 shares — an estimated $16K sold.

Creative Planning first reported a position in PES in Q2 2013 and held it in 16 quarters. The position peaked at $51K in Q4 2016. 110 funds tracked by Wall St. Rank hold PES as of Q3 2017.

Creative Planning reported no remaining Pioneer Energy Services Corp. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 7,900 Pioneer Energy Services Corp. shares in Q3 2017, an estimated $16K.
Creative Planning first reported a position in Pioneer Energy Services Corp. in Q2 2013 and held it in 16 quarters.
Creative Planning's Pioneer Energy Services Corp. position peaked at $51K in Q4 2016.
110 funds tracked by Wall St. Rank held Pioneer Energy Services Corp. as of Q3 2017.

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