Creative Planning
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Creative Planning’s Natural Resource Partners NRP Stock Holding History

Creative Planning’s Portfolio NRP Stock Details NRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,059
Closed -$29K – 3090
2017
Q2 		$29K Sell
1,059
-66
-6% -$2.05K ﹤0.01% 2911
2017
Q1 		$41K Hold
1,125
– – ﹤0.01% 2625
2016
Q4 		$36K Sell
1,125
-247
-18% -$8.01K ﹤0.01% 2654
2016
Q3 		$38K Buy
1,372
+293
+27% +$6.55K ﹤0.01% 2577
2016
Q2 		$15K Buy
1,079
+40
+4% +$490 ﹤0.01% 2981
2016
Q1 		$8K Sell
1,039
-320
-24% -$3.16K ﹤0.01% 3336
2015
Q4 		$17K Hold
1,359
– – ﹤0.01% 2950
2015
Q3 		$35K Sell
1,359
-20
-1% -$582 ﹤0.01% 2314
2015
Q2 		$52K Sell
1,379
-440
-24% -$22.1K ﹤0.01% 1033
2015
Q1 		$123K Buy
1,819
+309
+20% +$25.3K ﹤0.01% 1459
2014
Q4 		$140K Buy
1,510
+240
+19% +$27.7K ﹤0.01% 1355
2014
Q3 		$166K Buy
1,270
+30
+2% +$4.71K ﹤0.01% 1165
2014
Q2 		$205K Sell
1,240
-344
-22% -$53.3K ﹤0.01% 1022
2014
Q1 		$252K Sell
1,584
-456
-22% -$73.4K ﹤0.01% 894
2013
Q4 		$407K Buy
2,040
+876
+75% +$175K 0.01% 578
2013
Q3 		$222K Buy
1,164
+546
+88% +$111K ﹤0.01% 719
2013
Q2 		$127K Buy
+618
New +$141K ﹤0.01% 864

Other funds holding NRP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBWV
United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return

Creative Planning's NRP Position: Q3 2017 in Review

Creative Planning sold out of Natural Resource Partners (NRP) in Q3 2017, closing a stake of 1,059 shares — an estimated $29K sold.

Creative Planning first reported a position in NRP in Q2 2013 and held it in 17 quarters. The position peaked at $407K in Q4 2013. 37 funds tracked by Wall St. Rank hold NRP as of Q3 2017.

  • Creative Planning reported no remaining Natural Resource Partners position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,059 Natural Resource Partners shares in Q3 2017, an estimated $29K.
  • Creative Planning first reported a position in Natural Resource Partners in Q2 2013 and held it in 17 quarters.
  • Creative Planning's Natural Resource Partners position peaked at $407K in Q4 2013.
  • 37 funds tracked by Wall St. Rank held Natural Resource Partners as of Q3 2017.

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