Creative Planning
CMLP

Creative Planning’s CRESTWOOD MIDSTREAM PARTNERS LP COM UTS REP LTD PRT INT (DE) CMLP Stock Holding History

Creative Planning’s Portfolio CMLP Stock Details CMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-200
Closed -$5K – 3581
2013
Q2 		$5K Buy
+200
New +$4.93K ﹤0.01% 2597

Other funds holding CMLP

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TAM
Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Creative Planning's CMLP Position: Q3 2013 in Review

Creative Planning sold out of CRESTWOOD MIDSTREAM PARTNERS LP COM UTS REP LTD PRT INT (DE) (CMLP) in Q3 2013, closing a stake of 200 shares — an estimated $5K sold.

Creative Planning first reported a position in CMLP in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 59 funds tracked by Wall St. Rank hold CMLP as of Q3 2013.

  • Creative Planning reported no remaining CRESTWOOD MIDSTREAM PARTNERS LP COM UTS REP LTD PRT INT (DE) position as of Q3 2013 after selling out during the quarter.
  • Creative Planning sold 200 CRESTWOOD MIDSTREAM PARTNERS LP COM UTS REP LTD PRT INT (DE) shares in Q3 2013, an estimated $5K.
  • Creative Planning first reported a position in CRESTWOOD MIDSTREAM PARTNERS LP COM UTS REP LTD PRT INT (DE) in Q2 2013 and held it in 1 quarter.
  • Creative Planning's CRESTWOOD MIDSTREAM PARTNERS LP COM UTS REP LTD PRT INT (DE) position peaked at $5K in Q2 2013.
  • 59 funds tracked by Wall St. Rank held CRESTWOOD MIDSTREAM PARTNERS LP COM UTS REP LTD PRT INT (DE) as of Q3 2013.

Based on Creative Planning's 13F filing for Q3 2013, filed 10 Oct 2013.