Creative Planning
QBC

Creative Planning’s CUBIC ENERGY INC QBC Stock Holding History

Creative Planning’s Portfolio QBC Stock Details QBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-4,500
Closed -$1K – 3534
2013
Q2 		$1K Buy
+4,500
New +$1.29K ﹤0.01% 3042

Other funds holding QBC

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
FDS
First Dallas Securities Dallas, Texas $270M AUM 39.24% 1-Year Est. Return

Creative Planning's QBC Position: Q3 2013 in Review

Creative Planning sold out of CUBIC ENERGY INC (QBC) in Q3 2013, closing a stake of 4,500 shares — an estimated $1K sold.

Creative Planning first reported a position in QBC in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 4 funds tracked by Wall St. Rank hold QBC as of Q3 2013.

  • Creative Planning reported no remaining CUBIC ENERGY INC position as of Q3 2013 after selling out during the quarter.
  • Creative Planning sold 4,500 CUBIC ENERGY INC shares in Q3 2013, an estimated $1K.
  • Creative Planning first reported a position in CUBIC ENERGY INC in Q2 2013 and held it in 1 quarter.
  • Creative Planning's CUBIC ENERGY INC position peaked at $1K in Q2 2013.
  • 4 funds tracked by Wall St. Rank held CUBIC ENERGY INC as of Q3 2013.

Based on Creative Planning's 13F filing for Q3 2013, filed 10 Oct 2013.