Creative Planning
OXF

Creative Planning’s OXFORD RESOURCES PARTNERS,LP COM UNIT RPSTG LTD PARTNER INT OXF Stock Holding History

Creative Planning’s Portfolio OXF Stock Details OXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-400
Closed – – 4553
2014
Q3 		$0 Hold
400
– – ﹤0.01% 4325
2014
Q2 		$0 Hold
400
– – ﹤0.01% 4125
2014
Q1 		$1K Hold
400
– – ﹤0.01% 3585
2013
Q4 		$0 Hold
400
– – ﹤0.01% 3629
2013
Q3 		$1K Hold
400
– – ﹤0.01% 3170
2013
Q2 		$1K Buy
+400
New +$1.16K ﹤0.01% 3028

Other funds holding OXF

AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Creative Planning's OXF Position: Q4 2014 in Review

Creative Planning sold out of OXFORD RESOURCES PARTNERS,LP COM UNIT RPSTG LTD PARTNER INT (OXF) in Q4 2014, closing a stake of 400 shares.

Creative Planning first reported a position in OXF in Q2 2013 and held it in 6 quarters. The position peaked at $1K in Q1 2014. 9 funds tracked by Wall St. Rank hold OXF as of Q4 2014.

  • Creative Planning reported no remaining OXFORD RESOURCES PARTNERS,LP COM UNIT RPSTG LTD PARTNER INT position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 400 OXFORD RESOURCES PARTNERS,LP COM UNIT RPSTG LTD PARTNER INT shares in Q4 2014.
  • Creative Planning first reported a position in OXFORD RESOURCES PARTNERS,LP COM UNIT RPSTG LTD PARTNER INT in Q2 2013 and held it in 6 quarters.
  • Creative Planning's OXFORD RESOURCES PARTNERS,LP COM UNIT RPSTG LTD PARTNER INT position peaked at $1K in Q1 2014.
  • 9 funds tracked by Wall St. Rank held OXFORD RESOURCES PARTNERS,LP COM UNIT RPSTG LTD PARTNER INT as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.