Creative Planning
IMLP

Creative Planning’s iPath S&P MLP ETN IMLP Stock Holding History

Creative Planning’s Portfolio IMLP Stock Details IMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-754
Closed -$23K – 4463
2014
Q4 		$23K Buy
+754
New +$24K ﹤0.01% 2562

Other funds holding IMLP

KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.19B AUM 20.87% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Creative Planning's IMLP Position: Q1 2015 in Review

Creative Planning sold out of iPath S&P MLP ETN (IMLP) in Q1 2015, closing a stake of 754 shares — an estimated $23K sold.

Creative Planning first reported a position in IMLP in Q4 2014 and held it in 1 quarter. The position peaked at $23K in Q4 2014. 12 funds tracked by Wall St. Rank hold IMLP as of Q1 2015.

  • Creative Planning reported no remaining iPath S&P MLP ETN position as of Q1 2015 after selling out during the quarter.
  • Creative Planning sold 754 iPath S&P MLP ETN shares in Q1 2015, an estimated $23K.
  • Creative Planning first reported a position in iPath S&P MLP ETN in Q4 2014 and held it in 1 quarter.
  • Creative Planning's iPath S&P MLP ETN position peaked at $23K in Q4 2014.
  • 12 funds tracked by Wall St. Rank held iPath S&P MLP ETN as of Q1 2015.

Based on Creative Planning's 13F filing for Q1 2015, filed 13 Apr 2015.