Creative Planning
PVR

Creative Planning’s PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT PVR Stock Holding History

Creative Planning’s Portfolio PVR Stock Details PVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-11,903
Closed -$319K – 3911
2013
Q4 		$319K Buy
11,903
+2,358
+25% +$59.4K 0.01% 658
2013
Q3 		$221K Buy
9,545
+4,488
+89% +$112K ﹤0.01% 721
2013
Q2 		$138K Buy
+5,057
New +$129K ﹤0.01% 825

Creative Planning's PVR Position: Q1 2014 in Review

Creative Planning sold out of PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT (PVR) in Q1 2014, closing a stake of 11,903 shares — an estimated $319K sold.

Creative Planning first reported a position in PVR in Q2 2013 and held it in 3 quarters. The position peaked at $319K in Q4 2013. 1 fund tracked by Wall St. Rank holds PVR as of Q1 2014.

  • Creative Planning reported no remaining PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT position as of Q1 2014 after selling out during the quarter.
  • Creative Planning sold 11,903 PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT shares in Q1 2014, an estimated $319K.
  • Creative Planning first reported a position in PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT in Q2 2013 and held it in 3 quarters.
  • Creative Planning's PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT position peaked at $319K in Q4 2013.
  • 1 fund tracked by Wall St. Rank held PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT as of Q1 2014.

Based on Creative Planning's 13F filing for Q1 2014, filed 11 Apr 2014.