Creative Planning
TEG

Creative Planning’s INTEGRYS ENERGY GROUP INC COM (USA) TEG Stock Holding History

Creative Planning’s Portfolio TEG Stock Details TEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-3,714
Closed -$267K – 4044
2015
Q1 		$267K Buy
3,714
+78
+2% +$5.97K ﹤0.01% 1056
2014
Q4 		$283K Buy
3,636
+850
+31% +$61.5K ﹤0.01% 972
2014
Q3 		$181K Buy
2,786
+729
+35% +$49.1K ﹤0.01% 1114
2014
Q2 		$146K Sell
2,057
-708
-26% -$42.6K ﹤0.01% 1211
2014
Q1 		$165K Sell
2,765
-5
-0.2% -$277 ﹤0.01% 1096
2013
Q4 		$151K Buy
2,770
+44
+2% +$2.46K ﹤0.01% 987
2013
Q3 		$152K Sell
2,726
-183
-6% -$10.7K ﹤0.01% 888
2013
Q2 		$170K Buy
+2,909
New +$172K ﹤0.01% 741

Other funds holding TEG

DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
CYG
Clean Yield Group Norwich, Vermont $355M AUM 19.69% 1-Year Est. Return

Creative Planning's TEG Position: Q2 2015 in Review

Creative Planning sold out of INTEGRYS ENERGY GROUP INC COM (USA) (TEG) in Q2 2015, closing a stake of 3,714 shares — an estimated $267K sold.

Creative Planning first reported a position in TEG in Q2 2013 and held it in 8 quarters. The position peaked at $283K in Q4 2014. 33 funds tracked by Wall St. Rank hold TEG as of Q2 2015.

  • Creative Planning reported no remaining INTEGRYS ENERGY GROUP INC COM (USA) position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 3,714 INTEGRYS ENERGY GROUP INC COM (USA) shares in Q2 2015, an estimated $267K.
  • Creative Planning first reported a position in INTEGRYS ENERGY GROUP INC COM (USA) in Q2 2013 and held it in 8 quarters.
  • Creative Planning's INTEGRYS ENERGY GROUP INC COM (USA) position peaked at $283K in Q4 2014.
  • 33 funds tracked by Wall St. Rank held INTEGRYS ENERGY GROUP INC COM (USA) as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.