Creative Planning
CPGX

Creative Planning’s COLUMBIA PIPELINE GROUP IN COM STK (DE) CPGX Stock Holding History

Creative Planning’s Portfolio CPGX Stock Details CPGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-15,497
Closed -$395K – 4935
2016
Q2 		$395K Buy
15,497
+623
+4% +$15.9K ﹤0.01% 900
2016
Q1 		$373K Sell
14,874
-1,013
-6% -$19.6K ﹤0.01% 879
2015
Q4 		$318K Sell
15,887
-364
-2% -$7.21K ﹤0.01% 964
2015
Q3 		$297K Buy
+16,251
New +$423K ﹤0.01% 978

Other funds holding CPGX

WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.07B AUM 26.02% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return