Creative Planning
CCLP

Creative Planning’s CSI Compressco LP CCLP Stock Holding History

Creative Planning’s Portfolio CCLP Stock Details CCLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-200
Closed -$1K – 3881
2017
Q2 		$1K Hold
200
– – ﹤0.01% 4530
2017
Q1 		$2K Hold
200
– – ﹤0.01% 4340
2016
Q4 		$2K Hold
200
– – ﹤0.01% 4327
2016
Q3 		$2K Hold
200
– – ﹤0.01% 4278
2016
Q2 		$2K Hold
200
– – ﹤0.01% 4071
2016
Q1 		$1K Buy
+200
New +$1.22K ﹤0.01% 4197
2015
Q2 		– Sell
-300
Closed -$6K – 3184
2015
Q1 		$6K Buy
+300
New +$4.8K ﹤0.01% 3480

Other funds holding CCLP

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return

Creative Planning's CCLP Position: Q3 2017 in Review

Creative Planning sold out of CSI Compressco LP (CCLP) in Q3 2017, closing a stake of 200 shares — an estimated $1K sold.

Creative Planning first reported a position in CCLP in Q1 2015 and held it in 7 quarters. The position peaked at $6K in Q1 2015. 33 funds tracked by Wall St. Rank hold CCLP as of Q3 2017.

  • Creative Planning reported no remaining CSI Compressco LP position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 200 CSI Compressco LP shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in CSI Compressco LP in Q1 2015 and held it in 7 quarters.
  • Creative Planning's CSI Compressco LP position peaked at $6K in Q1 2015.
  • 33 funds tracked by Wall St. Rank held CSI Compressco LP as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.