Creative Planning’s Oasis Midstream Partners LP Common Units Representing Limited Partner Interests OMP Stock Holding History

Creative Planning’s Portfolio OMP Stock Details OMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-12,820	Closed	-$205K	–	2144
2019 Q3	$205K	Buy	+12,820	New	+$233K	﹤0.01%	1594
2019 Q1	–	Sell	-10,240	Closed	-$164K	–	2121
2018 Q4	$164K	Buy	10,240 +300	+3%	+$6.14K	﹤0.01%	1546
2018 Q3	$221K	Buy	+9,940	New	+$213K	﹤0.01%	1612

Other funds holding OMP

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NBW Capital Boston, Massachusetts $464M AUM 21.25% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Creative Planning's OMP Position: Q4 2019 in Review

Creative Planning sold out of Oasis Midstream Partners LP Common Units Representing Limited Partner Interests (OMP) in Q4 2019, closing a stake of 12,820 shares — an estimated $205K sold.

Creative Planning first reported a position in OMP in Q3 2018 and held it in 3 quarters. The position peaked at $221K in Q3 2018. 56 funds tracked by Wall St. Rank hold OMP as of Q4 2019.

Creative Planning reported no remaining Oasis Midstream Partners LP Common Units Representing Limited Partner Interests position as of Q4 2019 after selling out during the quarter.
Creative Planning sold 12,820 Oasis Midstream Partners LP Common Units Representing Limited Partner Interests shares in Q4 2019, an estimated $205K.
Creative Planning first reported a position in Oasis Midstream Partners LP Common Units Representing Limited Partner Interests in Q3 2018 and held it in 3 quarters.
Creative Planning's Oasis Midstream Partners LP Common Units Representing Limited Partner Interests position peaked at $221K in Q3 2018.
56 funds tracked by Wall St. Rank held Oasis Midstream Partners LP Common Units Representing Limited Partner Interests as of Q4 2019.

Based on Creative Planning's 13F filing for Q4 2019, filed 30 Jan 2020.