Creative Planning’s SEVENTY SEVEN ENERGY INC COM SSE Stock Holding History

Creative Planning’s Portfolio SSE Stock Details SSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-13,846	Closed	-$8K	–	4701
2016 Q1	$8K	Sell	13,846 -103,458	-88%	-$58.4K	﹤0.01%	3379
2015 Q4	$123K	Buy	117,304 +26,602	+29%	+$32.6K	﹤0.01%	1512
2015 Q3	$125K	Buy	+90,702	New	+$246K	﹤0.01%	1466
2015 Q2	–	Sell	-36,330	Closed	-$151K	–	3874
2015 Q1	$151K	Buy	36,330 +31,559	+661%	+$140K	﹤0.01%	1340
2014 Q4	$26K	Sell	4,771 -552	-10%	-$6.38K	﹤0.01%	2486
2014 Q3	$126K	Buy	+5,323	New	+$127K	﹤0.01%	1326

Other funds holding SSE

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

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

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Creative Planning's SSE Position: Q2 2016 in Review

Creative Planning sold out of SEVENTY SEVEN ENERGY INC COM (SSE) in Q2 2016, closing a stake of 13,846 shares — an estimated $8K sold.

Creative Planning first reported a position in SSE in Q3 2014 and held it in 6 quarters. The position peaked at $151K in Q1 2015. 41 funds tracked by Wall St. Rank hold SSE as of Q2 2016.

Creative Planning reported no remaining SEVENTY SEVEN ENERGY INC COM position as of Q2 2016 after selling out during the quarter.
Creative Planning sold 13,846 SEVENTY SEVEN ENERGY INC COM shares in Q2 2016, an estimated $8K.
Creative Planning first reported a position in SEVENTY SEVEN ENERGY INC COM in Q3 2014 and held it in 6 quarters.
Creative Planning's SEVENTY SEVEN ENERGY INC COM position peaked at $151K in Q1 2015.
41 funds tracked by Wall St. Rank held SEVENTY SEVEN ENERGY INC COM as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.