Creative Planning
URZ

Creative Planning’s URANERZ ENERGY CORP URZ Stock Holding History

Creative Planning’s Portfolio URZ Stock Details URZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,000
Closed -$1K – 4603
2014
Q4 		$1K Buy
+1,000
New +$1.12K ﹤0.01% 4089

Other funds holding URZ

GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
CC
CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return

Creative Planning's URZ Position: Q1 2015 in Review

Creative Planning sold out of URANERZ ENERGY CORP (URZ) in Q1 2015, closing a stake of 1,000 shares — an estimated $1K sold.

Creative Planning first reported a position in URZ in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 36 funds tracked by Wall St. Rank hold URZ as of Q1 2015.

  • Creative Planning reported no remaining URANERZ ENERGY CORP position as of Q1 2015 after selling out during the quarter.
  • Creative Planning sold 1,000 URANERZ ENERGY CORP shares in Q1 2015, an estimated $1K.
  • Creative Planning first reported a position in URANERZ ENERGY CORP in Q4 2014 and held it in 1 quarter.
  • Creative Planning's URANERZ ENERGY CORP position peaked at $1K in Q4 2014.
  • 36 funds tracked by Wall St. Rank held URANERZ ENERGY CORP as of Q1 2015.

Based on Creative Planning's 13F filing for Q1 2015, filed 13 Apr 2015.