Creative Planning’s ROYALE ENERGY INC ROYL Stock Holding History

Creative Planning’s Portfolio ROYL Stock Details ROYL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-64,034	Closed	-$23K	–	4791
2015 Q4	$23K	Hold	64,034	–	–	﹤0.01%	2762
2015 Q3	$45K	Hold	64,034	–	–	﹤0.01%	2127
2015 Q2	$74K	Hold	64,034	–	–	﹤0.01%	1002
2015 Q1	$102K	Hold	64,034	–	–	﹤0.01%	1565
2014 Q4	$135K	Hold	64,034	–	–	﹤0.01%	1382
2014 Q3	$186K	Buy	64,034 +23,470	+58%	+$83.2K	﹤0.01%	1098
2014 Q2	$142K	Hold	40,564	–	–	﹤0.01%	1219
2014 Q1	$121K	Hold	40,564	–	–	﹤0.01%	1279
2013 Q4	$105K	Buy	+40,564	New	+$107K	﹤0.01%	1173

Other funds holding ROYL

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

CCM

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Creative Planning's ROYL Position: Q1 2016 in Review

Creative Planning sold out of ROYALE ENERGY INC (ROYL) in Q1 2016, closing a stake of 64,034 shares — an estimated $23K sold.

Creative Planning first reported a position in ROYL in Q4 2013 and held it in 9 quarters. The position peaked at $186K in Q3 2014. 4 funds tracked by Wall St. Rank hold ROYL as of Q1 2016.

Creative Planning reported no remaining ROYALE ENERGY INC position as of Q1 2016 after selling out during the quarter.
Creative Planning sold 64,034 ROYALE ENERGY INC shares in Q1 2016, an estimated $23K.
Creative Planning first reported a position in ROYALE ENERGY INC in Q4 2013 and held it in 9 quarters.
Creative Planning's ROYALE ENERGY INC position peaked at $186K in Q3 2014.
4 funds tracked by Wall St. Rank held ROYALE ENERGY INC as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.