Creative Planning
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Creative Planning’s KNOT Offshore Partners KNOP Stock Holding History

Creative Planning’s Portfolio KNOP Stock Details KNOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-640
Closed -$15K – 2862
2017
Q2 		$15K Buy
+640
New +$14.6K ﹤0.01% 3361
2016
Q4 		– Sell
-868
Closed -$18K – 4732
2016
Q3 		$18K Buy
+868
New +$16.5K ﹤0.01% 3125
2016
Q2 		– Sell
-400
Closed -$7K – 4440
2016
Q1 		$7K Buy
+400
New +$5.75K ﹤0.01% 3412
2015
Q2 		– Sell
-300
Closed -$7K – 2111
2015
Q1 		$7K Buy
+300
New +$6.72K ﹤0.01% 3394

Other funds holding KNOP

EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return

Creative Planning's KNOP Position: Q3 2017 in Review

Creative Planning sold out of KNOT Offshore Partners (KNOP) in Q3 2017, closing a stake of 640 shares — an estimated $15K sold.

Creative Planning first reported a position in KNOP in Q1 2015 and held it in 4 quarters. The position peaked at $18K in Q3 2016. 44 funds tracked by Wall St. Rank hold KNOP as of Q3 2017.

  • Creative Planning reported no remaining KNOT Offshore Partners position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 640 KNOT Offshore Partners shares in Q3 2017, an estimated $15K.
  • Creative Planning first reported a position in KNOT Offshore Partners in Q1 2015 and held it in 4 quarters.
  • Creative Planning's KNOT Offshore Partners position peaked at $18K in Q3 2016.
  • 44 funds tracked by Wall St. Rank held KNOT Offshore Partners as of Q3 2017.

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