Creative Planning
WNRL

Creative Planning’s Western Refining Logistics, LP WNRL Stock Holding History

Creative Planning’s Portfolio WNRL Stock Details WNRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-5,235
Closed -$122K – 4648
2016
Q1 		$122K Buy
+5,235
New +$114K ﹤0.01% 1509

Other funds holding WNRL

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAM
TPH Asset Management Houston, Texas $1.01B AUM 2.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Creative Planning's WNRL Position: Q2 2016 in Review

Creative Planning sold out of Western Refining Logistics, LP (WNRL) in Q2 2016, closing a stake of 5,235 shares — an estimated $122K sold.

Creative Planning first reported a position in WNRL in Q1 2016 and held it in 1 quarter. The position peaked at $122K in Q1 2016. 53 funds tracked by Wall St. Rank hold WNRL as of Q2 2016.

  • Creative Planning reported no remaining Western Refining Logistics, LP position as of Q2 2016 after selling out during the quarter.
  • Creative Planning sold 5,235 Western Refining Logistics, LP shares in Q2 2016, an estimated $122K.
  • Creative Planning first reported a position in Western Refining Logistics, LP in Q1 2016 and held it in 1 quarter.
  • Creative Planning's Western Refining Logistics, LP position peaked at $122K in Q1 2016.
  • 53 funds tracked by Wall St. Rank held Western Refining Logistics, LP as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.