Creative Planning
SPN

Creative Planning’s Superior Energy Services, Inc. SPN Stock Holding History

Creative Planning’s Portfolio SPN Stock Details SPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-21,966
Closed -$2.29M – 4778
2017
Q2 		$2.29M Buy
21,966
+21,748
+9,976% +$2.53M 0.01% 402
2017
Q1 		$31K Sell
218
-1,189
-85% -$196K ﹤0.01% 2831
2016
Q4 		$237K Sell
1,407
-114
-7% -$19K ﹤0.01% 1323
2016
Q3 		$272K Buy
1,521
+1,413
+1,308% +$237K ﹤0.01% 1227
2016
Q2 		$20K Buy
108
+13
+14% +$2.13K ﹤0.01% 2827
2016
Q1 		$13K Sell
95
-210
-69% -$22.9K ﹤0.01% 3091
2015
Q4 		$41K Buy
305
+304
+30,400% +$45.2K ﹤0.01% 2290
2015
Q3 		$0 Buy
+1
New +$163 ﹤0.01% 4476
2015
Q2 		– Sell
-1
Closed – – 4324
2015
Q1 		$0 Sell
1
-26
-96% -$5.4K ﹤0.01% 4730
2014
Q4 		$5K Sell
27
-9
-25% -$2.11K ﹤0.01% 3566
2014
Q3 		$12K Buy
36
+16
+80% +$5.54K ﹤0.01% 2876
2014
Q2 		$7K Hold
20
– – ﹤0.01% 3094
2014
Q1 		$6K Sell
20
-35
-64% -$9.41K ﹤0.01% 3047
2013
Q4 		$15K Hold
55
– – ﹤0.01% 2378
2013
Q3 		$14K Sell
55
-99
-64% -$25.8K ﹤0.01% 2305
2013
Q2 		$40K Buy
+154
New +$40.9K ﹤0.01% 1508

Other funds holding SPN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Creative Planning's SPN Position: Q3 2017 in Review

Creative Planning sold out of Superior Energy Services, Inc. (SPN) in Q3 2017, closing a stake of 21,966 shares — an estimated $2.29M sold.

Creative Planning first reported a position in SPN in Q2 2013 and held it in 16 quarters. The position peaked at $2.29M in Q2 2017. 262 funds tracked by Wall St. Rank hold SPN as of Q3 2017.

  • Creative Planning reported no remaining Superior Energy Services, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 21,966 Superior Energy Services, Inc. shares in Q3 2017, an estimated $2.29M.
  • Creative Planning first reported a position in Superior Energy Services, Inc. in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Superior Energy Services, Inc. position peaked at $2.29M in Q2 2017.
  • 262 funds tracked by Wall St. Rank held Superior Energy Services, Inc. as of Q3 2017.

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