Creative Planning
JPEP

Creative Planning’s JP Energy Partners LP JPEP Stock Holding History

Creative Planning’s Portfolio JPEP Stock Details JPEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,091
Closed -$8K – 5040
2016
Q3 		$8K Buy
1,091
+47
+5% +$372 ﹤0.01% 3686
2016
Q2 		$9K Sell
1,044
-456
-30% -$3.29K ﹤0.01% 3358
2016
Q1 		$8K Sell
1,500
-1,000
-40% -$4.52K ﹤0.01% 3376
2015
Q4 		$12K Buy
2,500
+500
+25% +$3.35K ﹤0.01% 3223
2015
Q3 		$12K Buy
+2,000
New +$19.1K ﹤0.01% 3110

Other funds holding JPEP

ACP
ArcLight Capital Partners Boston, Massachusetts $83.2M AUM 32.11% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Creative Planning's JPEP Position: Q4 2016 in Review

Creative Planning sold out of JP Energy Partners LP (JPEP) in Q4 2016, closing a stake of 1,091 shares — an estimated $8K sold.

Creative Planning first reported a position in JPEP in Q3 2015 and held it in 5 quarters. The position peaked at $12K in Q4 2015. 37 funds tracked by Wall St. Rank hold JPEP as of Q4 2016.

  • Creative Planning reported no remaining JP Energy Partners LP position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 1,091 JP Energy Partners LP shares in Q4 2016, an estimated $8K.
  • Creative Planning first reported a position in JP Energy Partners LP in Q3 2015 and held it in 5 quarters.
  • Creative Planning's JP Energy Partners LP position peaked at $12K in Q4 2015.
  • 37 funds tracked by Wall St. Rank held JP Energy Partners LP as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.