Creative Planning’s Blueknight Energy Partners L.P. BKEP Stock Holding History

Creative Planning’s Portfolio BKEP Stock Details BKEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,600	Closed	-$10K	–	4920
2016 Q3	$10K	Hold	1,600	–	–	﹤0.01%	3544
2016 Q2	$8K	Hold	1,600	–	–	﹤0.01%	3419
2016 Q1	$8K	Buy	+1,600	New	+$7.77K	﹤0.01%	3363
2014 Q4	–	Sell	-1,000	Closed	-$8K	–	4401
2014 Q3	$8K	Buy	+1,000	New	+$8.63K	﹤0.01%	3093

Other funds holding BKEP

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's BKEP Position: Q4 2016 in Review

Creative Planning sold out of Blueknight Energy Partners L.P. (BKEP) in Q4 2016, closing a stake of 1,600 shares — an estimated $10K sold.

Creative Planning first reported a position in BKEP in Q3 2014 and held it in 4 quarters. The position peaked at $10K in Q3 2016. 40 funds tracked by Wall St. Rank hold BKEP as of Q4 2016.

Creative Planning reported no remaining Blueknight Energy Partners L.P. position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 1,600 Blueknight Energy Partners L.P. shares in Q4 2016, an estimated $10K.
Creative Planning first reported a position in Blueknight Energy Partners L.P. in Q3 2014 and held it in 4 quarters.
Creative Planning's Blueknight Energy Partners L.P. position peaked at $10K in Q3 2016.
40 funds tracked by Wall St. Rank held Blueknight Energy Partners L.P. as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.