Creative Planning
CELP

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

Creative Planning’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
2015
Q2 		– Sell
-700
Closed -$9K – 4149
2015
Q1 		$9K Buy
+700
New +$11.2K ﹤0.01% 3291

Other funds holding CELP

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TMC
Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Creative Planning's CELP Position: Q2 2015 in Review

Creative Planning sold out of Cypress Environmental Partners, L.P. (CELP) in Q2 2015, closing a stake of 700 shares — an estimated $9K sold.

Creative Planning first reported a position in CELP in Q1 2015 and held it in 1 quarter. The position peaked at $9K in Q1 2015. 15 funds tracked by Wall St. Rank hold CELP as of Q2 2015.

  • Creative Planning reported no remaining Cypress Environmental Partners, L.P. position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 700 Cypress Environmental Partners, L.P. shares in Q2 2015, an estimated $9K.
  • Creative Planning first reported a position in Cypress Environmental Partners, L.P. in Q1 2015 and held it in 1 quarter.
  • Creative Planning's Cypress Environmental Partners, L.P. position peaked at $9K in Q1 2015.
  • 15 funds tracked by Wall St. Rank held Cypress Environmental Partners, L.P. as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.