Creative Planning’s Triangle Petroleum Corporation TPLM Stock Holding History

Creative Planning’s Portfolio TPLM Stock Details TPLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-65,000	Closed	-$15K	–	5107
2016 Q4	$15K	Sell	65,000 -14,000	-18%	-$3.82K	﹤0.01%	3295
2016 Q3	$22K	Buy	79,000 +14,000	+22%	+$3.5K	﹤0.01%	3018
2016 Q2	$19K	Hold	65,000	–	–	﹤0.01%	2858
2016 Q1	$35K	Hold	65,000	–	–	﹤0.01%	2357
2015 Q4	$50K	Sell	65,000 -6,500	-9%	-$6.96K	﹤0.01%	2135
2015 Q3	$102K	Hold	71,500	–	–	﹤0.01%	1588
2015 Q2	$359K	Hold	71,500	–	–	﹤0.01%	749
2015 Q1	$360K	Hold	71,500	–	–	﹤0.01%	900
2014 Q4	$342K	Buy	71,500 +5,170	+8%	+$34.6K	﹤0.01%	876
2014 Q3	$730K	Buy	66,330 +530	+0.8%	+$6.02K	0.01%	517
2014 Q2	$773K	Buy	65,800 +9,400	+17%	+$93.1K	0.01%	476
2014 Q1	$465K	Buy	56,400 +1,000	+2%	+$8.21K	0.01%	651
2013 Q4	$461K	Buy	55,400 +55,000	+13,750%	+$558K	0.01%	542
2013 Q3	$4K	Buy	+400	New	+$3.05K	﹤0.01%	2839

Other funds holding TPLM

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

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

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

PWLP

Prio Wealth Limited Partnership Boston, Massachusetts $3.41B AUM 44.09% 1-Year Est. Return

Creative Planning's TPLM Position: Q1 2017 in Review

Creative Planning sold out of Triangle Petroleum Corporation (TPLM) in Q1 2017, closing a stake of 65,000 shares — an estimated $15K sold.

Creative Planning first reported a position in TPLM in Q3 2013 and held it in 14 quarters. The position peaked at $773K in Q2 2014. 7 funds tracked by Wall St. Rank hold TPLM as of Q1 2017.

Creative Planning reported no remaining Triangle Petroleum Corporation position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 65,000 Triangle Petroleum Corporation shares in Q1 2017, an estimated $15K.
Creative Planning first reported a position in Triangle Petroleum Corporation in Q3 2013 and held it in 14 quarters.
Creative Planning's Triangle Petroleum Corporation position peaked at $773K in Q2 2014.
7 funds tracked by Wall St. Rank held Triangle Petroleum Corporation as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.