Creative Planning’s Stone Energy SGY Stock Holding History

Creative Planning’s Portfolio SGY Stock Details SGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,044	Closed	-$19K	–	4701
2017 Q2	$19K	Hold	1,044	–	–	﹤0.01%	3237
2017 Q1	$23K	Buy	1,044 +528	+102%	+$17.3K	﹤0.01%	3051
2016 Q4	$21K	Hold	516	–	–	﹤0.01%	3068
2016 Q3	$35K	Sell	516 -5	-1%	-$360	﹤0.01%	2648
2016 Q2	$36K	Hold	521	–	–	﹤0.01%	2385
2016 Q1	$23K	Hold	521	–	–	﹤0.01%	2672
2015 Q4	$127K	Buy	521 +176	+51%	+$60.4K	﹤0.01%	1494
2015 Q3	$97K	Hold	345	–	–	﹤0.01%	1621
2015 Q2	$247K	Sell	345 -53	-13%	-$45K	﹤0.01%	826
2015 Q1	$332K	Buy	398 +149	+60%	+$132K	﹤0.01%	945
2014 Q4	$238K	Hold	249	–	–	﹤0.01%	1029
2014 Q3	$443K	Hold	249	–	–	0.01%	709
2014 Q2	$661K	Sell	249 -3	-1%	-$7.56K	0.01%	537
2014 Q1	$601K	Buy	252 +57	+29%	+$112K	0.01%	544
2013 Q4	$382K	Hold	195	–	–	0.01%	599
2013 Q3	$358K	Sell	195 -44	-18%	-$68.5K	0.01%	538
2013 Q2	$299K	Buy	+239	New	+$290K	0.01%	544

Other funds holding SGY

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BCC

Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

FTCM

Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Creative Planning's SGY Position: Q3 2017 in Review

Creative Planning sold out of Stone Energy (SGY) in Q3 2017, closing a stake of 1,044 shares — an estimated $19K sold.

Creative Planning first reported a position in SGY in Q2 2013 and held it in 17 quarters. The position peaked at $661K in Q2 2014. 70 funds tracked by Wall St. Rank hold SGY as of Q3 2017.

Creative Planning reported no remaining Stone Energy position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,044 Stone Energy shares in Q3 2017, an estimated $19K.
Creative Planning first reported a position in Stone Energy in Q2 2013 and held it in 17 quarters.
Creative Planning's Stone Energy position peaked at $661K in Q2 2014.
70 funds tracked by Wall St. Rank held Stone Energy as of Q3 2017.

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