Creative Planning
MPO

Creative Planning’s MIDSTATES PETE CO INC COM NEW MPO Stock Holding History

Creative Planning’s Portfolio MPO Stock Details MPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-100
Closed – – 4864
2015
Q4 		$0 Hold
100
– – ﹤0.01% 4900
2015
Q3 		$1K Buy
+100
New +$511 ﹤0.01% 4281
2015
Q2 		– Sell
-100
Closed -$1K – 4322
2015
Q1 		$1K Buy
+100
New +$1.13K ﹤0.01% 4185

Other funds holding MPO

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
KT
Kanaly Trust Houston, Texas $471M AUM 15.12% 1-Year Est. Return

Creative Planning's MPO Position: Q1 2016 in Review

Creative Planning sold out of MIDSTATES PETE CO INC COM NEW (MPO) in Q1 2016, closing a stake of 100 shares.

Creative Planning first reported a position in MPO in Q1 2015 and held it in 3 quarters. The position peaked at $1K in Q3 2015. 7 funds tracked by Wall St. Rank hold MPO as of Q1 2016.

  • Creative Planning reported no remaining MIDSTATES PETE CO INC COM NEW position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 100 MIDSTATES PETE CO INC COM NEW shares in Q1 2016.
  • Creative Planning first reported a position in MIDSTATES PETE CO INC COM NEW in Q1 2015 and held it in 3 quarters.
  • Creative Planning's MIDSTATES PETE CO INC COM NEW position peaked at $1K in Q3 2015.
  • 7 funds tracked by Wall St. Rank held MIDSTATES PETE CO INC COM NEW as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.