Creative Planning’s PENN VIRGINIA CORP PVA Stock Holding History

Creative Planning’s Portfolio PVA Stock Details PVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1,541	Closed	-$1K	–	4781
2015 Q3	$1K	Buy	+1,541	New	+$2.35K	﹤0.01%	4243
2015 Q2	–	Sell	-1,255	Closed	-$8K	–	3948
2015 Q1	$8K	Hold	1,255	–	–	﹤0.01%	3362
2014 Q4	$8K	Sell	1,255 -150	-11%	-$1.13K	﹤0.01%	3277
2014 Q3	$18K	Hold	1,405	–	–	﹤0.01%	2622
2014 Q2	$24K	Sell	1,405 -1,000	-42%	-$15.9K	﹤0.01%	2391
2014 Q1	$42K	Hold	2,405	–	–	﹤0.01%	1920
2013 Q4	$23K	Buy	2,405 +1,255	+109%	+$11.4K	﹤0.01%	2120
2013 Q3	$8K	Buy	1,150 +150	+15%	+$781	﹤0.01%	2578
2013 Q2	$5K	Buy	+1,000	New	+$4.41K	﹤0.01%	2582

Other funds holding PVA

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

SKK

Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LSVM

Lone Star Value Management Old Greenwich, Connecticut $52.7M AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's PVA Position: Q4 2015 in Review

Creative Planning sold out of PENN VIRGINIA CORP (PVA) in Q4 2015, closing a stake of 1,541 shares — an estimated $1K sold.

Creative Planning first reported a position in PVA in Q2 2013 and held it in 9 quarters. The position peaked at $42K in Q1 2014. 93 funds tracked by Wall St. Rank hold PVA as of Q4 2015.

Creative Planning reported no remaining PENN VIRGINIA CORP position as of Q4 2015 after selling out during the quarter.
Creative Planning sold 1,541 PENN VIRGINIA CORP shares in Q4 2015, an estimated $1K.
Creative Planning first reported a position in PENN VIRGINIA CORP in Q2 2013 and held it in 9 quarters.
Creative Planning's PENN VIRGINIA CORP position peaked at $42K in Q1 2014.
93 funds tracked by Wall St. Rank held PENN VIRGINIA CORP as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.