Creative Planning’s WARREN RESOURCES INC WRES Stock Holding History

Creative Planning’s Portfolio WRES Stock Details WRES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-737	Closed	–	–	4789
2016 Q1	$0	Hold	737	–	–	﹤0.01%	4851
2015 Q4	$0	Sell	737 -300	-29%	-$107	﹤0.01%	4888
2015 Q3	$1K	Buy	+1,037	New	+$475	﹤0.01%	4274
2015 Q2	–	Sell	-737	Closed	-$1K	–	4261
2015 Q1	$1K	Hold	737	–	–	﹤0.01%	4178
2014 Q4	$1K	Sell	737 -1,302	-64%	-$3.69K	﹤0.01%	4116
2014 Q3	$11K	Hold	2,039	–	–	﹤0.01%	2924
2014 Q2	$13K	Buy	+2,039	New	+$9.89K	﹤0.01%	2764

Other funds holding WRES

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Creative Planning's WRES Position: Q2 2016 in Review

Creative Planning sold out of WARREN RESOURCES INC (WRES) in Q2 2016, closing a stake of 737 shares.

Creative Planning first reported a position in WRES in Q2 2014 and held it in 7 quarters. The position peaked at $13K in Q2 2014. 5 funds tracked by Wall St. Rank hold WRES as of Q2 2016.

Creative Planning reported no remaining WARREN RESOURCES INC position as of Q2 2016 after selling out during the quarter.
Creative Planning sold 737 WARREN RESOURCES INC shares in Q2 2016.
Creative Planning first reported a position in WARREN RESOURCES INC in Q2 2014 and held it in 7 quarters.
Creative Planning's WARREN RESOURCES INC position peaked at $13K in Q2 2014.
5 funds tracked by Wall St. Rank held WARREN RESOURCES INC as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.