Creative Planning
MCEP

Creative Planning’s Mid-Con Energy Partners, LP MCEP Stock Holding History

Creative Planning’s Portfolio MCEP Stock Details MCEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-75
Closed -$4K – 5014
2016
Q4 		$4K Buy
75
+50
+200% +$2.65K ﹤0.01% 4098
2016
Q3 		$1K Sell
25
-131
-84% -$5.95K ﹤0.01% 4484
2016
Q2 		$6K Buy
+156
New +$8.59K ﹤0.01% 3573
2015
Q4 		– Sell
-65
Closed -$3K – 4665
2015
Q3 		$3K Buy
+65
New +$4.01K ﹤0.01% 3865
2015
Q2 		– Sell
-169
Closed -$19K – 3411
2015
Q1 		$19K Hold
169
– – ﹤0.01% 2774
2014
Q4 		$21K Buy
169
+119
+238% +$33.4K ﹤0.01% 2624
2014
Q3 		$22K Hold
50
– – ﹤0.01% 2494
2014
Q2 		$23K Hold
50
– – ﹤0.01% 2411
2014
Q1 		$22K Hold
50
– – ﹤0.01% 2313
2013
Q4 		$23K Sell
50
-21
-30% -$9.89K ﹤0.01% 2115
2013
Q3 		$33K Buy
71
+21
+42% +$9.85K ﹤0.01% 1782
2013
Q2 		$23K Buy
+50
New +$23.6K ﹤0.01% 1852

Other funds holding MCEP

RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Creative Planning's MCEP Position: Q1 2017 in Review

Creative Planning sold out of Mid-Con Energy Partners, LP (MCEP) in Q1 2017, closing a stake of 75 shares — an estimated $4K sold.

Creative Planning first reported a position in MCEP in Q2 2013 and held it in 12 quarters. The position peaked at $33K in Q3 2013. 33 funds tracked by Wall St. Rank hold MCEP as of Q1 2017.

  • Creative Planning reported no remaining Mid-Con Energy Partners, LP position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 75 Mid-Con Energy Partners, LP shares in Q1 2017, an estimated $4K.
  • Creative Planning first reported a position in Mid-Con Energy Partners, LP in Q2 2013 and held it in 12 quarters.
  • Creative Planning's Mid-Con Energy Partners, LP position peaked at $33K in Q3 2013.
  • 33 funds tracked by Wall St. Rank held Mid-Con Energy Partners, LP as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.