Creative Planning
UIL

Creative Planning’s UIL HOLDINGS UIL Stock Holding History

Creative Planning’s Portfolio UIL Stock Details UIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-15,445
Closed -$776K – 4799
2015
Q3 		$776K Buy
15,445
+3,167
+26% +$150K 0.01% 565
2015
Q2 		$563K Sell
12,278
-261
-2% -$13K 0.01% 629
2015
Q1 		$645K Sell
12,539
-463
-4% -$21.6K 0.01% 630
2014
Q4 		$566K Sell
13,002
-18,622
-59% -$757K 0.01% 648
2014
Q3 		$1.12M Buy
31,624
+4,945
+19% +$181K 0.01% 365
2014
Q2 		$1.03M Sell
26,679
-2,036
-7% -$74.7K 0.01% 380
2014
Q1 		$1.06M Buy
28,715
+73
+0.3% +$2.75K 0.02% 354
2013
Q4 		$1.11M Buy
28,642
+6,547
+30% +$248K 0.02% 278
2013
Q3 		$821K Buy
22,095
+200
+0.9% +$7.74K 0.02% 313
2013
Q2 		$837K Buy
+21,895
New +$873K 0.02% 275

Other funds holding UIL

CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

Creative Planning's UIL Position: Q4 2015 in Review

Creative Planning sold out of UIL HOLDINGS (UIL) in Q4 2015, closing a stake of 15,445 shares — an estimated $776K sold.

Creative Planning first reported a position in UIL in Q2 2013 and held it in 10 quarters. The position peaked at $1.12M in Q3 2014. 1 fund tracked by Wall St. Rank holds UIL as of Q4 2015.

  • Creative Planning reported no remaining UIL HOLDINGS position as of Q4 2015 after selling out during the quarter.
  • Creative Planning sold 15,445 UIL HOLDINGS shares in Q4 2015, an estimated $776K.
  • Creative Planning first reported a position in UIL HOLDINGS in Q2 2013 and held it in 10 quarters.
  • Creative Planning's UIL HOLDINGS position peaked at $1.12M in Q3 2014.
  • 1 fund tracked by Wall St. Rank held UIL HOLDINGS as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.