Creative Planning’s Southcross Energy Partners, L.P. SXE Stock Holding History

Creative Planning’s Portfolio SXE Stock Details SXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-141,604	Closed	-$31K	–	2156
2018 Q4	$31K	Buy	141,604 +200	+0.1%	+$88	﹤0.01%	1760
2018 Q3	$82K	Buy	+141,404	New	+$126K	﹤0.01%	1822
2017 Q3	–	Sell	-6,404	Closed	-$20K	–	4770
2017 Q2	$20K	Hold	6,404	–	–	﹤0.01%	3205
2017 Q1	$22K	Hold	6,404	–	–	﹤0.01%	3084
2016 Q4	$9K	Hold	6,404	–	–	﹤0.01%	3663
2016 Q3	$9K	Buy	6,404 +5,000	+356%	+$8.92K	﹤0.01%	3622
2016 Q2	$3K	Hold	1,404	–	–	﹤0.01%	3973
2016 Q1	$1K	Hold	1,404	–	–	﹤0.01%	4288
2015 Q4	$5K	Hold	1,404	–	–	﹤0.01%	3750
2015 Q3	$7K	Buy	+1,404	New	+$11.7K	﹤0.01%	3486
2015 Q2	–	Sell	-1,404	Closed	-$20K	–	4316
2015 Q1	$20K	Buy	1,404 +700	+99%	+$9.16K	﹤0.01%	2745
2014 Q4	$11K	Buy	+704	New	+$12.5K	﹤0.01%	3103

Other funds holding SXE

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return

Creative Planning's SXE Position: Q1 2019 in Review

Creative Planning sold out of Southcross Energy Partners, L.P. (SXE) in Q1 2019, closing a stake of 141,604 shares — an estimated $31K sold.

Creative Planning first reported a position in SXE in Q4 2014 and held it in 12 quarters. The position peaked at $82K in Q3 2018. 2 funds tracked by Wall St. Rank hold SXE as of Q1 2019.

Creative Planning reported no remaining Southcross Energy Partners, L.P. position as of Q1 2019 after selling out during the quarter.
Creative Planning sold 141,604 Southcross Energy Partners, L.P. shares in Q1 2019, an estimated $31K.
Creative Planning first reported a position in Southcross Energy Partners, L.P. in Q4 2014 and held it in 12 quarters.
Creative Planning's Southcross Energy Partners, L.P. position peaked at $82K in Q3 2018.
2 funds tracked by Wall St. Rank held Southcross Energy Partners, L.P. as of Q1 2019.

Based on Creative Planning's 13F filing for Q1 2019, filed 24 Apr 2019.