Creative Planning
SEMG

Creative Planning’s SEMGROUP CORPORATION SEMG Stock Holding History

Creative Planning’s Portfolio SEMG Stock Details SEMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,428
Closed -$39K – 4256
2017
Q2 		$39K Buy
1,428
+127
+10% +$3.95K ﹤0.01% 2726
2017
Q1 		$47K Hold
1,301
– – ﹤0.01% 2529
2016
Q4 		$54K Buy
+1,301
New +$46.6K ﹤0.01% 2341
2016
Q1 		– Sell
-25
Closed -$1K – 4651
2015
Q4 		$1K Hold
25
– – ﹤0.01% 4303
2015
Q3 		$1K Buy
+25
New +$1.51K ﹤0.01% 4202

Other funds holding SEMG

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Creative Planning's SEMG Position: Q3 2017 in Review

Creative Planning sold out of SEMGROUP CORPORATION (SEMG) in Q3 2017, closing a stake of 1,428 shares — an estimated $39K sold.

Creative Planning first reported a position in SEMG in Q3 2015 and held it in 5 quarters. The position peaked at $54K in Q4 2016. 153 funds tracked by Wall St. Rank hold SEMG as of Q3 2017.

  • Creative Planning reported no remaining SEMGROUP CORPORATION position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,428 SEMGROUP CORPORATION shares in Q3 2017, an estimated $39K.
  • Creative Planning first reported a position in SEMGROUP CORPORATION in Q3 2015 and held it in 5 quarters.
  • Creative Planning's SEMGROUP CORPORATION position peaked at $54K in Q4 2016.
  • 153 funds tracked by Wall St. Rank held SEMGROUP CORPORATION as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.