Abacus Planning Group’s Cypress Environmental Partners, L.P. CELP Stock Holding History

Abacus Planning Group’s Portfolio CELP Stock Details CELP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-35,000	Closed	-$81K	–	204
2020 Q4	$81K	Sell	35,000 -7,292	-17%	-$16.4K	0.03%	183
2020 Q3	$90K	Sell	42,292 -17,708	-30%	-$51.5K	0.03%	165
2020 Q2	$248K	Sell	60,000 -15,000	-20%	-$71K	0.1%	132
2020 Q1	$334K	Buy	75,000 +12,000	+19%	+$88.2K	0.16%	101
2019 Q4	$580K	Buy	63,000 +3,000	+5%	+$27.6K	0.27%	75
2019 Q3	$540K	Buy	+60,000	New	+$455K	0.27%	79

Other funds holding CELP

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Abacus Planning Group's CELP Position: Q1 2021 in Review

Abacus Planning Group sold out of Cypress Environmental Partners, L.P. (CELP) in Q1 2021, closing a stake of 35,000 shares — an estimated $81K sold.

Abacus Planning Group first reported a position in CELP in Q3 2019 and held it in 6 quarters. The position peaked at $580K in Q4 2019. 11 funds tracked by Wall St. Rank hold CELP as of Q1 2021.

Abacus Planning Group reported no remaining Cypress Environmental Partners, L.P. position as of Q1 2021 after selling out during the quarter.
Abacus Planning Group sold 35,000 Cypress Environmental Partners, L.P. shares in Q1 2021, an estimated $81K.
Abacus Planning Group first reported a position in Cypress Environmental Partners, L.P. in Q3 2019 and held it in 6 quarters.
Abacus Planning Group's Cypress Environmental Partners, L.P. position peaked at $580K in Q4 2019.
11 funds tracked by Wall St. Rank held Cypress Environmental Partners, L.P. as of Q1 2021.

Based on Abacus Planning Group's 13F filing for Q1 2021, filed 27 Apr 2021.