Creative Planning
VTTI

Creative Planning’s VTTI Energy Partners LP VTTI Stock Holding History

Creative Planning’s Portfolio VTTI Stock Details VTTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,217
Closed -$24K – 4531
2017
Q2 		$24K Buy
1,217
+17
+1% +$328 ﹤0.01% 3070
2017
Q1 		$23K Buy
1,200
+1,000
+500% +$18.3K ﹤0.01% 3050
2016
Q4 		$3K Hold
200
– – ﹤0.01% 4217
2016
Q3 		$4K Hold
200
– – ﹤0.01% 4039
2016
Q2 		$4K Hold
200
– – ﹤0.01% 3820
2016
Q1 		$4K Sell
200
-200
-50% -$3.52K ﹤0.01% 3752
2015
Q4 		$8K Hold
400
– – ﹤0.01% 3471
2015
Q3 		$8K Buy
+400
New +$8.77K ﹤0.01% 3391
2015
Q2 		– Sell
-400
Closed -$10K – 3714
2015
Q1 		$10K Hold
400
– – ﹤0.01% 3223
2014
Q4 		$10K Buy
+400
New +$9.6K ﹤0.01% 3151

Other funds holding VTTI

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

Creative Planning's VTTI Position: Q3 2017 in Review

Creative Planning sold out of VTTI Energy Partners LP (VTTI) in Q3 2017, closing a stake of 1,217 shares — an estimated $24K sold.

Creative Planning first reported a position in VTTI in Q4 2014 and held it in 10 quarters. The position peaked at $24K in Q2 2017. 1 fund tracked by Wall St. Rank holds VTTI as of Q3 2017.

  • Creative Planning reported no remaining VTTI Energy Partners LP position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,217 VTTI Energy Partners LP shares in Q3 2017, an estimated $24K.
  • Creative Planning first reported a position in VTTI Energy Partners LP in Q4 2014 and held it in 10 quarters.
  • Creative Planning's VTTI Energy Partners LP position peaked at $24K in Q2 2017.
  • 1 fund tracked by Wall St. Rank held VTTI Energy Partners LP as of Q3 2017.

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