Creative Planning’s REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS RGP Stock Holding History

Creative Planning’s Portfolio RGP Stock Details RGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-218,496	Closed	-$5M	–	4061
2015 Q1	$5M	Buy	218,496 +119,675	+121%	+$2.82M	0.05%	149
2014 Q4	$2.37M	Buy	98,821 +16,635	+20%	+$471K	0.02%	237
2014 Q3	$2.68M	Buy	82,186 +68,950	+521%	+$2.19M	0.03%	196
2014 Q2	$426K	Sell	13,236 -1,941	-13%	-$54.7K	0.01%	707
2014 Q1	$413K	Buy	15,177 +9,918	+189%	+$265K	0.01%	700
2013 Q4	$138K	Buy	5,259 +2,484	+90%	+$63.3K	﹤0.01%	1029
2013 Q3	$79K	Buy	2,775 +550	+25%	+$15.2K	﹤0.01%	1268
2013 Q2	$60K	Buy	+2,225	New	+$57.9K	﹤0.01%	1287

Other funds holding RGP

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

Creative Planning's RGP Position: Q2 2015 in Review

Creative Planning sold out of REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS (RGP) in Q2 2015, closing a stake of 218,496 shares — an estimated $5M sold.

Creative Planning first reported a position in RGP in Q2 2013 and held it in 8 quarters. The position peaked at $5M in Q1 2015. 1 fund tracked by Wall St. Rank holds RGP as of Q2 2015.

Creative Planning reported no remaining REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position as of Q2 2015 after selling out during the quarter.
Creative Planning sold 218,496 REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS shares in Q2 2015, an estimated $5M.
Creative Planning first reported a position in REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS in Q2 2013 and held it in 8 quarters.
Creative Planning's REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position peaked at $5M in Q1 2015.
1 fund tracked by Wall St. Rank held REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.