Creative Planning’s Emerge Energy Services LP EMES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-20,500
| Closed | -$40K | – | 2172 |
|
|
2019
Q1 | $40K | Buy |
+20,500
| New | +$47.6K | ﹤0.01% | 1798 |
|
|
2018
Q1 | – | Sell |
-12,500
| Closed | -$90K | – | 2176 |
|
|
2017
Q4 | $90K | Buy |
+12,500
| New | +$97.7K | ﹤0.01% | 1741 |
|
|
2017
Q3 | – | Sell |
-25,750
| Closed | -$232K | – | 4305 |
|
|
2017
Q2 | $232K | Buy |
25,750
+13,991
| +119% | +$161K | ﹤0.01% | 1433 |
|
|
2017
Q1 | $163K | Buy |
11,759
+8,709
| +286% | +$140K | ﹤0.01% | 1622 |
|
|
2016
Q4 | $38K | Sell |
3,050
-1,050
| -26% | -$12.9K | ﹤0.01% | 2619 |
|
|
2016
Q3 | $53K | Sell |
4,100
-4,300
| -51% | -$49.1K | ﹤0.01% | 2320 |
|
|
2016
Q2 | $97K | Sell |
8,400
-4,000
| -32% | -$25K | ﹤0.01% | 1702 |
|
|
2016
Q1 | $62K | Sell |
12,400
-26,609
| -68% | -$108K | ﹤0.01% | 1946 |
|
|
2015
Q4 | $181K | Buy |
39,009
+7,659
| +24% | +$45.5K | ﹤0.01% | 1264 |
|
|
2015
Q3 | $212K | Buy |
31,350
+1,550
| +5% | +$30K | ﹤0.01% | 1162 |
|
|
2015
Q2 | $1.08M | Buy |
29,800
+26,743
| +875% | +$1.12M | 0.01% | 446 |
|
|
2015
Q1 | $145K | Buy |
3,057
+2,187
| +251% | +$115K | ﹤0.01% | 1364 |
|
|
2014
Q4 | $47K | Sell |
870
-1,275
| -59% | -$95.7K | ﹤0.01% | 2053 |
|
|
2014
Q3 | $247K | Buy |
2,145
+995
| +87% | +$117K | ﹤0.01% | 959 |
|
|
2014
Q2 | $122K | Sell |
1,150
-850
| -43% | -$73.7K | ﹤0.01% | 1316 |
|
|
2014
Q1 | $124K | Sell |
2,000
-396
| -17% | -$18.9K | ﹤0.01% | 1263 |
|
|
2013
Q4 | $106K | Buy |
2,396
+396
| +20% | +$14.9K | ﹤0.01% | 1168 |
|
|
2013
Q3 | $61K | Buy |
+2,000
| New | +$54.1K | ﹤0.01% | 1396 |
|
Other funds holding EMES
Creative Planning's EMES Position: Q2 2019 in Review
Creative Planning sold out of Emerge Energy Services LP (EMES) in Q2 2019, closing a stake of 20,500 shares — an estimated $40K sold.
Creative Planning first reported a position in EMES in Q3 2013 and held it in 18 quarters. The position peaked at $1.08M in Q2 2015. 5 funds tracked by Wall St. Rank hold EMES as of Q2 2019.
- Creative Planning reported no remaining Emerge Energy Services LP position as of Q2 2019 after selling out during the quarter.
- Creative Planning sold 20,500 Emerge Energy Services LP shares in Q2 2019, an estimated $40K.
- Creative Planning first reported a position in Emerge Energy Services LP in Q3 2013 and held it in 18 quarters.
- Creative Planning's Emerge Energy Services LP position peaked at $1.08M in Q2 2015.
- 5 funds tracked by Wall St. Rank held Emerge Energy Services LP as of Q2 2019.
Based on Creative Planning's 13F filing for Q2 2019, filed 26 Jul 2019.