Creative Planning
SNMP

Creative Planning’s Evolve Transition Infrastructure LP SNMP Stock Holding History

Creative Planning’s Portfolio SNMP Stock Details SNMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-45
Closed -$17K – 3949
2017
Q2 		$17K Buy
45
+42
+1,400% +$17.5K ﹤0.01% 3292
2017
Q1 		$2K Hold
3
– – ﹤0.01% 4345
2016
Q4 		$1K Hold
3
– – ﹤0.01% 4528
2016
Q3 		$1K Sell
3
-107
-97% -$34.9K ﹤0.01% 4475
2016
Q2 		$36K Buy
110
+107
+3,567% +$33.8K ﹤0.01% 2380
2016
Q1 		$1K Sell
3
-36
-92% -$14.1K ﹤0.01% 4202
2015
Q4 		$17K Hold
39
– – ﹤0.01% 2960
2015
Q3 		$13K Sell
39
-934
-96% -$288K ﹤0.01% 3050
2015
Q2 		$564K Buy
973
+3
+0.3% +$1.8K 0.01% 628
2015
Q1 		$553K Hold
970
– – 0.01% 695
2014
Q4 		$407K Buy
+970
New +$664K ﹤0.01% 777
2014
Q3 		– Sell
-970
Closed -$774K – 4201
2014
Q2 		$774K Hold
970
– – 0.01% 474
2014
Q1 		$757K Hold
970
– – 0.01% 464
2013
Q4 		$698K Buy
+970
New +$659K 0.01% 417

Other funds holding SNMP

O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
S
Stonepeak New York $20.7M AUM 19.44% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
YCM
Yorkville Capital Management New York $82.8M AUM 0.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return

Creative Planning's SNMP Position: Q3 2017 in Review

Creative Planning sold out of Evolve Transition Infrastructure LP (SNMP) in Q3 2017, closing a stake of 45 shares — an estimated $17K sold.

Creative Planning first reported a position in SNMP in Q4 2013 and held it in 14 quarters. The position peaked at $774K in Q2 2014. 28 funds tracked by Wall St. Rank hold SNMP as of Q3 2017.

  • Creative Planning reported no remaining Evolve Transition Infrastructure LP position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 45 Evolve Transition Infrastructure LP shares in Q3 2017, an estimated $17K.
  • Creative Planning first reported a position in Evolve Transition Infrastructure LP in Q4 2013 and held it in 14 quarters.
  • Creative Planning's Evolve Transition Infrastructure LP position peaked at $774K in Q2 2014.
  • 28 funds tracked by Wall St. Rank held Evolve Transition Infrastructure LP as of Q3 2017.

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