Creative Planning
WLL

Creative Planning’s Whiting Petroleum Corporation WLL Stock Holding History

Creative Planning’s Portfolio WLL Stock Details WLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-67
Closed -$44K – 5111
2016
Q3 		$44K Buy
+67
New +$157K ﹤0.01% 2474
2014
Q4 		– Sell
-1
Closed -$1K – 4616
2014
Q3 		$1K Buy
+1
New +$25.5K ﹤0.01% 3962

Other funds holding WLL

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SCM
SIR Capital Management New York $870M AUM 51.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Creative Planning's WLL Position: Q3 2020 in Review

Creative Planning sold out of Whiting Petroleum Corporation (WLL) in Q3 2020, closing a stake of 340 shares — an estimated $29K sold.

Creative Planning first reported a position in WLL in Q2 2013 and held it in 28 quarters. The position peaked at $9.47M in Q1 2019. 119 funds tracked by Wall St. Rank hold WLL as of Q3 2020.

  • Creative Planning reported no remaining Whiting Petroleum Corporation position as of Q3 2020 after selling out during the quarter.
  • Creative Planning sold 340 Whiting Petroleum Corporation shares in Q3 2020, an estimated $29K.
  • Creative Planning first reported a position in Whiting Petroleum Corporation in Q2 2013 and held it in 28 quarters.
  • Creative Planning's Whiting Petroleum Corporation position peaked at $9.47M in Q1 2019.
  • 119 funds tracked by Wall St. Rank held Whiting Petroleum Corporation as of Q3 2020.

Based on Creative Planning's 13F filing for Q3 2020, filed 5 Nov 2020.