Creative Planning’s Petrobras Argentina S A PZE Stock Holding History

Creative Planning’s Portfolio PZE Stock Details PZE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-800	Closed	-$10K	–	4440
2017 Q2	$10K	Sell	800 -3,500	-81%	-$42.6K	﹤0.01%	3660
2017 Q1	$48K	Sell	4,300 -70	-2%	-$656	﹤0.01%	2513
2016 Q4	$31K	Hold	4,370	–	–	﹤0.01%	2776
2016 Q3	$29K	Buy	4,370 +870	+25%	+$5.48K	﹤0.01%	2780
2016 Q2	$22K	Hold	3,500	–	–	﹤0.01%	2743
2016 Q1	$23K	Hold	3,500	–	–	﹤0.01%	2666
2015 Q4	$19K	Buy	+3,500	New	+$19.8K	﹤0.01%	2900
2013 Q4	–	Sell	-142	Closed	-$1K	–	3563
2013 Q3	$1K	Sell	142 -358	-72%	-$1.62K	﹤0.01%	3152
2013 Q2	$2K	Buy	+500	New	+$2.19K	﹤0.01%	2880

Other funds holding PZE

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Cowen Inc New York $1.39B AUM 60.14% 1-Year Est. Return

OMCS

Old Mutual Customised Solutions Pinelands, South Africa $1B AUM 15.88% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Creative Planning's PZE Position: Q3 2017 in Review

Creative Planning sold out of Petrobras Argentina S A (PZE) in Q3 2017, closing a stake of 800 shares — an estimated $10K sold.

Creative Planning first reported a position in PZE in Q2 2013 and held it in 9 quarters. The position peaked at $48K in Q1 2017. 33 funds tracked by Wall St. Rank hold PZE as of Q3 2017.

Creative Planning reported no remaining Petrobras Argentina S A position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 800 Petrobras Argentina S A shares in Q3 2017, an estimated $10K.
Creative Planning first reported a position in Petrobras Argentina S A in Q2 2013 and held it in 9 quarters.
Creative Planning's Petrobras Argentina S A position peaked at $48K in Q1 2017.
33 funds tracked by Wall St. Rank held Petrobras Argentina S A as of Q3 2017.

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