Creative Planning’s ROSE ROCK MIDSTREAM L P COM UNIT REPSTG LTD (DE) RRMS Stock Holding History

Creative Planning’s Portfolio RRMS Stock Details RRMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-14,390	Closed	-$380K	–	4976
2016 Q2	$380K	Buy	14,390 +4,650	+48%	+$94.5K	﹤0.01%	918
2016 Q1	$116K	Buy	9,740 +4,740	+95%	+$55K	﹤0.01%	1539
2015 Q4	$75K	Hold	5,000	–	–	﹤0.01%	1812
2015 Q3	$122K	Buy	+5,000	New	+$174K	﹤0.01%	1486
2015 Q2	–	Sell	-5,000	Closed	-$238K	–	4250
2015 Q1	$238K	Sell	5,000 -229	-4%	-$10K	﹤0.01%	1097
2014 Q4	$238K	Buy	5,229 +229	+5%	+$11.9K	﹤0.01%	1030
2014 Q3	$296K	Hold	5,000	–	–	﹤0.01%	870
2014 Q2	$273K	Hold	5,000	–	–	﹤0.01%	881
2014 Q1	$207K	Hold	5,000	–	–	﹤0.01%	982
2013 Q4	$194K	Hold	5,000	–	–	﹤0.01%	874
2013 Q3	$160K	Buy	+5,000	New	+$172K	﹤0.01%	861

Other funds holding RRMS

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Harvest Management New York $206M AUM 95.44% 1-Year Est. Return

MLICM

Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return

DLG

Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return

Kellner Capital New York $55.5M AUM 88.05% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

TWMP

Taylor Wealth Management Partners Boston, Massachusetts $176M AUM 14.65% 1-Year Est. Return

AIM

Acrospire Investment Management Chicago, Illinois $33K AUM 23.36% 1-Year Est. Return

Creative Planning's RRMS Position: Q3 2016 in Review

Creative Planning sold out of ROSE ROCK MIDSTREAM L P COM UNIT REPSTG LTD (DE) (RRMS) in Q3 2016, closing a stake of 14,390 shares — an estimated $380K sold.

Creative Planning first reported a position in RRMS in Q3 2013 and held it in 11 quarters. The position peaked at $380K in Q2 2016. 9 funds tracked by Wall St. Rank hold RRMS as of Q3 2016.

Creative Planning reported no remaining ROSE ROCK MIDSTREAM L P COM UNIT REPSTG LTD (DE) position as of Q3 2016 after selling out during the quarter.
Creative Planning sold 14,390 ROSE ROCK MIDSTREAM L P COM UNIT REPSTG LTD (DE) shares in Q3 2016, an estimated $380K.
Creative Planning first reported a position in ROSE ROCK MIDSTREAM L P COM UNIT REPSTG LTD (DE) in Q3 2013 and held it in 11 quarters.
Creative Planning's ROSE ROCK MIDSTREAM L P COM UNIT REPSTG LTD (DE) position peaked at $380K in Q2 2016.
9 funds tracked by Wall St. Rank held ROSE ROCK MIDSTREAM L P COM UNIT REPSTG LTD (DE) as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.