Creative Planning
PKD

Creative Planning’s Parker Drilling Company PKD Stock Holding History

Creative Planning’s Portfolio PKD Stock Details PKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-437
Closed -$9K – 4239
2017
Q2 		$9K Hold
437
– – ﹤0.01% 3717
2017
Q1 		$11K Sell
437
-63
-13% -$2.07K ﹤0.01% 3560
2016
Q4 		$20K Buy
500
+67
+15% +$2.29K ﹤0.01% 3099
2016
Q3 		$14K Hold
433
– – ﹤0.01% 3297
2016
Q2 		$15K Hold
433
– – ﹤0.01% 2999
2016
Q1 		$14K Buy
433
+5
+1% +$119 ﹤0.01% 3021
2015
Q4 		$12K Sell
428
-333
-44% -$13.3K ﹤0.01% 3217
2015
Q3 		$30K Buy
+761
New +$32.1K ﹤0.01% 2432
2015
Q2 		– Sell
-413
Closed -$22K – 3489
2015
Q1 		$22K Sell
413
-300
-42% -$13.9K ﹤0.01% 2654
2014
Q4 		$33K Buy
713
+300
+73% +$17.4K ﹤0.01% 2286
2014
Q3 		$31K Hold
413
– – ﹤0.01% 2235
2014
Q2 		$40K Hold
413
– – ﹤0.01% 2030
2014
Q1 		$44K Sell
413
-20
-5% -$2.27K ﹤0.01% 1889
2013
Q4 		$53K Sell
433
-494
-53% -$54.8K ﹤0.01% 1575
2013
Q3 		$79K Buy
927
+480
+107% +$41.9K ﹤0.01% 1264
2013
Q2 		$33K Buy
+447
New +$29.7K ﹤0.01% 1629

Other funds holding PKD

BCM
Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

Creative Planning's PKD Position: Q3 2017 in Review

Creative Planning sold out of Parker Drilling Company (PKD) in Q3 2017, closing a stake of 437 shares — an estimated $9K sold.

Creative Planning first reported a position in PKD in Q2 2013 and held it in 16 quarters. The position peaked at $79K in Q3 2013. 103 funds tracked by Wall St. Rank hold PKD as of Q3 2017.

  • Creative Planning reported no remaining Parker Drilling Company position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 437 Parker Drilling Company shares in Q3 2017, an estimated $9K.
  • Creative Planning first reported a position in Parker Drilling Company in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Parker Drilling Company position peaked at $79K in Q3 2013.
  • 103 funds tracked by Wall St. Rank held Parker Drilling Company as of Q3 2017.

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