Creative Planning’s PIONEER SOUTHWEST ENERGY PARTNERS LP PSE Stock Holding History

Creative Planning’s Portfolio PSE Stock Details PSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-560	Closed	-$25K	–	3661
2013 Q3	$25K	Hold	560	–	–	﹤0.01%	1982
2013 Q2	$19K	Buy	+560	New	+$16.8K	﹤0.01%	1980

Other funds holding PSE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's PSE Position: Q4 2013 in Review

Creative Planning sold out of PIONEER SOUTHWEST ENERGY PARTNERS LP (PSE) in Q4 2013, closing a stake of 560 shares — an estimated $25K sold.

Creative Planning first reported a position in PSE in Q2 2013 and held it in 2 quarters. The position peaked at $25K in Q3 2013. 1 fund tracked by Wall St. Rank holds PSE as of Q4 2013.

Creative Planning reported no remaining PIONEER SOUTHWEST ENERGY PARTNERS LP position as of Q4 2013 after selling out during the quarter.
Creative Planning sold 560 PIONEER SOUTHWEST ENERGY PARTNERS LP shares in Q4 2013, an estimated $25K.
Creative Planning first reported a position in PIONEER SOUTHWEST ENERGY PARTNERS LP in Q2 2013 and held it in 2 quarters.
Creative Planning's PIONEER SOUTHWEST ENERGY PARTNERS LP position peaked at $25K in Q3 2013.
1 fund tracked by Wall St. Rank held PIONEER SOUTHWEST ENERGY PARTNERS LP as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.