Creative Planning
RICE

Creative Planning’s Rice Energy Inc. RICE Stock Holding History

Creative Planning’s Portfolio RICE Stock Details RICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,941
Closed -$52K – 4504
2017
Q2 		$52K Sell
1,941
-295
-13% -$6.54K ﹤0.01% 2486
2017
Q1 		$53K Buy
2,236
+295
+15% +$6.12K ﹤0.01% 2440
2016
Q4 		$41K Buy
1,941
+1,691
+676% +$40.3K ﹤0.01% 2557
2016
Q3 		$7K Hold
250
– – ﹤0.01% 3763
2016
Q2 		$6K Hold
250
– – ﹤0.01% 3587
2016
Q1 		$3K Buy
+250
New +$2.6K ﹤0.01% 3875
2015
Q4 		– Sell
-40,400
Closed -$653K – 4728
2015
Q3 		$653K Buy
+40,400
New +$772K 0.01% 637
2015
Q1 		– Sell
-201
Closed -$4K – 4528
2014
Q4 		$4K Buy
+201
New +$4.99K ﹤0.01% 3640

Other funds holding RICE

ALS
Andrew L. Share $214M AUM 14.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
LRM
Lime Rock Management Westport, Connecticut $7.54M AUM 22.09% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Creative Planning's RICE Position: Q3 2017 in Review

Creative Planning sold out of Rice Energy Inc. (RICE) in Q3 2017, closing a stake of 1,941 shares — an estimated $52K sold.

Creative Planning first reported a position in RICE in Q4 2014 and held it in 8 quarters. The position peaked at $653K in Q3 2015. 245 funds tracked by Wall St. Rank hold RICE as of Q3 2017.

  • Creative Planning reported no remaining Rice Energy Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,941 Rice Energy Inc. shares in Q3 2017, an estimated $52K.
  • Creative Planning first reported a position in Rice Energy Inc. in Q4 2014 and held it in 8 quarters.
  • Creative Planning's Rice Energy Inc. position peaked at $653K in Q3 2015.
  • 245 funds tracked by Wall St. Rank held Rice Energy Inc. as of Q3 2017.

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