Creative Planning’s CrossAmerica Partners CAPL Stock Holding History

Creative Planning’s Portfolio CAPL Stock Details CAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-13,285	Closed	-$107K	–	2032
2020 Q1	$107K	Buy	13,285 +18	+0.1%	+$294	﹤0.01%	1513
2019 Q4	$239K	Sell	13,267 -1,132	-8%	-$20.1K	﹤0.01%	1539
2019 Q3	$246K	Buy	14,399 +19	+0.1%	+$321	﹤0.01%	1482
2019 Q2	$231K	Buy	14,380 +20	+0.1%	+$336	﹤0.01%	1522
2019 Q1	$262K	Buy	14,360 +590	+4%	+$10.2K	﹤0.01%	1408
2018 Q4	$195K	Hold	13,770	–	–	﹤0.01%	1505
2018 Q3	$249K	Sell	13,770 -300	-2%	-$5.4K	﹤0.01%	1532
2018 Q2	$238K	Buy	+14,070	New	+$265K	﹤0.01%	1518
2017 Q3	–	Sell	-400	Closed	-$10K	–	2151
2017 Q2	$10K	Sell	400 -3,345	-89%	-$83.7K	﹤0.01%	3612
2017 Q1	$98K	Buy	3,745 +2,850	+318%	+$74.1K	﹤0.01%	1974
2016 Q4	$23K	Buy	895 +495	+124%	+$12.8K	﹤0.01%	2978
2016 Q3	$10K	Buy	+400	New	+$9.94K	﹤0.01%	3500
2016 Q1	–	Sell	-100	Closed	-$3K	–	4340
2015 Q4	$3K	Sell	100 -400	-80%	-$9.91K	﹤0.01%	3888
2015 Q3	$11K	Buy	+500	New	+$12.6K	﹤0.01%	3130
2015 Q2	–	Sell	-500	Closed	-$16K	–	1372
2015 Q1	$16K	Buy	+500	New	+$18.1K	﹤0.01%	2867

Other funds holding CAPL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Creative Planning's CAPL Position: Q2 2020 in Review

Creative Planning sold out of CrossAmerica Partners (CAPL) in Q2 2020, closing a stake of 13,285 shares — an estimated $107K sold.

Creative Planning first reported a position in CAPL in Q1 2015 and held it in 15 quarters. The position peaked at $262K in Q1 2019. 46 funds tracked by Wall St. Rank hold CAPL as of Q2 2020.

Creative Planning reported no remaining CrossAmerica Partners position as of Q2 2020 after selling out during the quarter.
Creative Planning sold 13,285 CrossAmerica Partners shares in Q2 2020, an estimated $107K.
Creative Planning first reported a position in CrossAmerica Partners in Q1 2015 and held it in 15 quarters.
Creative Planning's CrossAmerica Partners position peaked at $262K in Q1 2019.
46 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2020.

Based on Creative Planning's 13F filing for Q2 2020, filed 23 Jul 2020.