Creative Planning’s Morgan Stanley Cushing MLP High Income Index ETN MLPY Stock Holding History

Creative Planning’s Portfolio MLPY Stock Details MLPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-12,000	Closed	-$32K	–	2510
2020 Q3	$32K	Buy	+12,000	New	+$34.3K	﹤0.01%	1947
2017 Q3	–	Sell	-1,000	Closed	-$7K	–	4117
2017 Q2	$7K	Hold	1,000	–	–	﹤0.01%	3858
2017 Q1	$8K	Hold	1,000	–	–	﹤0.01%	3756
2016 Q4	$8K	Hold	1,000	–	–	﹤0.01%	3720
2016 Q3	$8K	Hold	1,000	–	–	﹤0.01%	3677
2016 Q2	$8K	Hold	1,000	–	–	﹤0.01%	3420
2016 Q1	$6K	Hold	1,000	–	–	﹤0.01%	3528
2015 Q4	$7K	Buy	1,000 +600	+150%	+$4.98K	﹤0.01%	3542
2015 Q3	$3K	Buy	+400	New	+$4.18K	﹤0.01%	3863
2015 Q2	–	Sell	-400	Closed	-$5K	–	3384
2015 Q1	$5K	Hold	400	–	–	﹤0.01%	3566
2014 Q4	$5K	Hold	400	–	–	﹤0.01%	3525
2014 Q3	$8K	Buy	+400	New	+$7.8K	﹤0.01%	3094

Other funds holding MLPY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's MLPY Position: Q4 2020 in Review

Creative Planning sold out of Morgan Stanley Cushing MLP High Income Index ETN (MLPY) in Q4 2020, closing a stake of 12,000 shares — an estimated $32K sold.

Creative Planning first reported a position in MLPY in Q3 2014 and held it in 12 quarters. The position peaked at $32K in Q3 2020. 5 funds tracked by Wall St. Rank hold MLPY as of Q4 2020.

Creative Planning reported no remaining Morgan Stanley Cushing MLP High Income Index ETN position as of Q4 2020 after selling out during the quarter.
Creative Planning sold 12,000 Morgan Stanley Cushing MLP High Income Index ETN shares in Q4 2020, an estimated $32K.
Creative Planning first reported a position in Morgan Stanley Cushing MLP High Income Index ETN in Q3 2014 and held it in 12 quarters.
Creative Planning's Morgan Stanley Cushing MLP High Income Index ETN position peaked at $32K in Q3 2020.
5 funds tracked by Wall St. Rank held Morgan Stanley Cushing MLP High Income Index ETN as of Q4 2020.

Based on Creative Planning's 13F filing for Q4 2020, filed 29 Jan 2021.