Creative Planning
NAP

Creative Planning’s Navios Maritime Midstream Partrs NAP Stock Holding History

Creative Planning’s Portfolio NAP Stock Details NAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,058
Closed -$10K – 4363
2017
Q2 		$10K Sell
1,058
-1,996
-65% -$21.7K ﹤0.01% 3659
2017
Q1 		$37K Buy
3,054
+2,004
+191% +$22.6K ﹤0.01% 2694
2016
Q4 		$11K Hold
1,050
– – ﹤0.01% 3522
2016
Q3 		$11K Buy
1,050
+300
+40% +$3.55K ﹤0.01% 3480
2016
Q2 		$9K Buy
750
+22
+3% +$258 ﹤0.01% 3354
2016
Q1 		$7K Buy
+728
New +$7.01K ﹤0.01% 3448
2015
Q4 		– Sell
-1,200
Closed -$15K – 4698
2015
Q3 		$15K Buy
+1,200
New +$16.9K ﹤0.01% 2971

Other funds holding NAP

AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
CS McKee Pittsburgh, Pennsylvania $1.09B AUM 31.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return

Creative Planning's NAP Position: Q3 2017 in Review

Creative Planning sold out of Navios Maritime Midstream Partrs (NAP) in Q3 2017, closing a stake of 1,058 shares — an estimated $10K sold.

Creative Planning first reported a position in NAP in Q3 2015 and held it in 7 quarters. The position peaked at $37K in Q1 2017. 18 funds tracked by Wall St. Rank hold NAP as of Q3 2017.

  • Creative Planning reported no remaining Navios Maritime Midstream Partrs position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,058 Navios Maritime Midstream Partrs shares in Q3 2017, an estimated $10K.
  • Creative Planning first reported a position in Navios Maritime Midstream Partrs in Q3 2015 and held it in 7 quarters.
  • Creative Planning's Navios Maritime Midstream Partrs position peaked at $37K in Q1 2017.
  • 18 funds tracked by Wall St. Rank held Navios Maritime Midstream Partrs as of Q3 2017.

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