Creative Planning
EQGP

Creative Planning’s EQGP Holdings, LP EQGP Stock Holding History

Creative Planning’s Portfolio EQGP Stock Details EQGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-300
Closed -$9K – 4351
2017
Q2 		$9K Hold
300
– – ﹤0.01% 3719
2017
Q1 		$8K Hold
300
– – ﹤0.01% 3760
2016
Q4 		$8K Hold
300
– – ﹤0.01% 3724
2016
Q3 		$8K Hold
300
– – ﹤0.01% 3681
2016
Q2 		$8K Sell
300
-145
-33% -$3.65K ﹤0.01% 3428
2016
Q1 		$12K Buy
445
+145
+48% +$3.2K ﹤0.01% 3131
2015
Q4 		$6K Hold
300
– – ﹤0.01% 3625
2015
Q3 		$7K Buy
+300
New +$9.11K ﹤0.01% 3468

Other funds holding EQGP

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Creative Planning's EQGP Position: Q3 2017 in Review

Creative Planning sold out of EQGP Holdings, LP (EQGP) in Q3 2017, closing a stake of 300 shares — an estimated $9K sold.

Creative Planning first reported a position in EQGP in Q3 2015 and held it in 8 quarters. The position peaked at $12K in Q1 2016. 66 funds tracked by Wall St. Rank hold EQGP as of Q3 2017.

  • Creative Planning reported no remaining EQGP Holdings, LP position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 300 EQGP Holdings, LP shares in Q3 2017, an estimated $9K.
  • Creative Planning first reported a position in EQGP Holdings, LP in Q3 2015 and held it in 8 quarters.
  • Creative Planning's EQGP Holdings, LP position peaked at $12K in Q1 2016.
  • 66 funds tracked by Wall St. Rank held EQGP Holdings, LP as of Q3 2017.

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