Creative Planning
DM

Creative Planning’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Creative Planning’s Portfolio DM Stock Details DM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-100
Closed -$3K – 4345
2017
Q2 		$3K Sell
100
-186
-65% -$5.56K ﹤0.01% 4246
2017
Q1 		$9K Hold
286
– – ﹤0.01% 3687
2016
Q4 		$8K Hold
286
– – ﹤0.01% 3723
2016
Q3 		$7K Hold
286
– – ﹤0.01% 3756
2016
Q2 		$8K Sell
286
-186
-39% -$5.55K ﹤0.01% 3427
2016
Q1 		$16K Buy
472
+286
+154% +$8.49K ﹤0.01% 2937
2015
Q4 		$6K Hold
186
– – ﹤0.01% 3624
2015
Q3 		$5K Buy
+186
New +$6.27K ﹤0.01% 3658

Other funds holding DM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning's DM Position: Q3 2017 in Review

Creative Planning sold out of Dominion Energy Midstream Ptr LP (DM) in Q3 2017, closing a stake of 100 shares — an estimated $3K sold.

Creative Planning first reported a position in DM in Q3 2015 and held it in 8 quarters. The position peaked at $16K in Q1 2016. 97 funds tracked by Wall St. Rank hold DM as of Q3 2017.

  • Creative Planning reported no remaining Dominion Energy Midstream Ptr LP position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 100 Dominion Energy Midstream Ptr LP shares in Q3 2017, an estimated $3K.
  • Creative Planning first reported a position in Dominion Energy Midstream Ptr LP in Q3 2015 and held it in 8 quarters.
  • Creative Planning's Dominion Energy Midstream Ptr LP position peaked at $16K in Q1 2016.
  • 97 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q3 2017.

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