Creative Planning
WPT

Creative Planning’s World Point Terminals, LP WPT Stock Holding History

Creative Planning’s Portfolio WPT Stock Details WPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-200
Closed -$3K – 4657
2016
Q1 		$3K Sell
200
-1,650
-89% -$22.4K ﹤0.01% 3876
2015
Q4 		$25K Buy
1,850
+200
+12% +$2.65K ﹤0.01% 2692
2015
Q3 		$22K Buy
+1,650
New +$24.8K ﹤0.01% 2666

Other funds holding WPT

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return
TCM
Trafelet Capital Management New York $11.8M AUM 13.32% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's WPT Position: Q2 2016 in Review

Creative Planning sold out of World Point Terminals, LP (WPT) in Q2 2016, closing a stake of 200 shares — an estimated $3K sold.

Creative Planning first reported a position in WPT in Q3 2015 and held it in 3 quarters. The position peaked at $25K in Q4 2015. 25 funds tracked by Wall St. Rank hold WPT as of Q2 2016.

  • Creative Planning reported no remaining World Point Terminals, LP position as of Q2 2016 after selling out during the quarter.
  • Creative Planning sold 200 World Point Terminals, LP shares in Q2 2016, an estimated $3K.
  • Creative Planning first reported a position in World Point Terminals, LP in Q3 2015 and held it in 3 quarters.
  • Creative Planning's World Point Terminals, LP position peaked at $25K in Q4 2015.
  • 25 funds tracked by Wall St. Rank held World Point Terminals, LP as of Q2 2016.

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