Creative Planning’s Tsakos Energy Navigation Ltd TEN Stock Holding History

Creative Planning’s Portfolio TEN Stock Details TEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-6,200	Closed	-$105K	–	2138
2018 Q3	$105K	Hold	6,200	–	–	﹤0.01%	1781
2018 Q2	$115K	Sell	6,200 -200	-3%	-$3.6K	﹤0.01%	1745
2018 Q1	$106K	Sell	6,400 -2,854	-31%	-$51.5K	﹤0.01%	1741
2017 Q4	$181K	Buy	9,254 +822	+10%	+$17.7K	﹤0.01%	1634
2017 Q3	$189K	Hold	8,432	–	–	﹤0.01%	1619
2017 Q2	$202K	Buy	8,432 +3,132	+59%	+$71.4K	﹤0.01%	1515
2017 Q1	$127K	Hold	5,300	–	–	﹤0.01%	1802
2016 Q4	$124K	Hold	5,300	–	–	﹤0.01%	1715
2016 Q3	$128K	Hold	5,300	–	–	﹤0.01%	1674
2016 Q2	$124K	Buy	5,300 +500	+10%	+$14.7K	﹤0.01%	1536
2016 Q1	$148K	Sell	4,800 -1,280	-21%	-$38.4K	﹤0.01%	1385
2015 Q4	$241K	Buy	6,080 +6,000	+7,500%	+$247K	﹤0.01%	1097
2015 Q3	$3K	Buy	+80	New	+$3.44K	﹤0.01%	3852
2015 Q2	–	Sell	-200	Closed	-$8K	–	3091
2015 Q1	$8K	Buy	+200	New	+$7.46K	﹤0.01%	3340
2014 Q1	–	Sell	-120	Closed	-$4K	–	3777
2013 Q4	$4K	Sell	120 -58	-33%	-$1.51K	﹤0.01%	2933
2013 Q3	$5K	Buy	178 +58	+48%	+$1.44K	﹤0.01%	2745
2013 Q2	$3K	Buy	+120	New	+$2.49K	﹤0.01%	2744

Other funds holding TEN

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

OWIM

Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return

Creative Planning's TEN Position: Q4 2018 in Review

Creative Planning sold out of Tsakos Energy Navigation Ltd (TEN) in Q4 2018, closing a stake of 6,200 shares — an estimated $105K sold.

Creative Planning first reported a position in TEN in Q2 2013 and held it in 17 quarters. The position peaked at $241K in Q4 2015. 54 funds tracked by Wall St. Rank hold TEN as of Q4 2018.

Creative Planning reported no remaining Tsakos Energy Navigation Ltd position as of Q4 2018 after selling out during the quarter.
Creative Planning sold 6,200 Tsakos Energy Navigation Ltd shares in Q4 2018, an estimated $105K.
Creative Planning first reported a position in Tsakos Energy Navigation Ltd in Q2 2013 and held it in 17 quarters.
Creative Planning's Tsakos Energy Navigation Ltd position peaked at $241K in Q4 2015.
54 funds tracked by Wall St. Rank held Tsakos Energy Navigation Ltd as of Q4 2018.

Based on Creative Planning's 13F filing for Q4 2018, filed 1 Feb 2019.