Creative Planning
WRD

Creative Planning’s WildHorse Resource Development WRD Stock Holding History

Creative Planning’s Portfolio WRD Stock Details WRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-600
Closed -$7K – 4979
2017
Q1 		$7K Buy
+600
New +$7.95K ﹤0.01% 3831

Other funds holding WRD

GFWEX
G.F.W. Energy XI Dallas, Texas $282M AUM
GFWEX
G.F.W. Energy X Dallas, Texas $15.3M AUM 35.07% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCP
Caymus Capital Partners The Woodlands, Texas $14.7M AUM 51.08% 1-Year Est. Return

Creative Planning's WRD Position: Q2 2017 in Review

Creative Planning sold out of WildHorse Resource Development (WRD) in Q2 2017, closing a stake of 600 shares — an estimated $7K sold.

Creative Planning first reported a position in WRD in Q1 2017 and held it in 1 quarter. The position peaked at $7K in Q1 2017. 82 funds tracked by Wall St. Rank hold WRD as of Q2 2017.

  • Creative Planning reported no remaining WildHorse Resource Development position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 600 WildHorse Resource Development shares in Q2 2017, an estimated $7K.
  • Creative Planning first reported a position in WildHorse Resource Development in Q1 2017 and held it in 1 quarter.
  • Creative Planning's WildHorse Resource Development position peaked at $7K in Q1 2017.
  • 82 funds tracked by Wall St. Rank held WildHorse Resource Development as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.