Creative Planning Closed Holding Positions

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Weight Watchers Intl Inc New
Q2 2019 Filed on Jul 26, 2019
14,361
N/A
YELP
Yelp Inc

Communication Services
Q2 2019 Filed on Jul 26, 2019
100
$30.36 - $40.98 $3.04K - $4.1K
American Outdoor Brands Corp
Q2 2019 Filed on Jul 26, 2019
20,000
N/A
BYD
Boyd Gaming Corp

Consumer Cyclical
Q2 2019 Filed on Jul 26, 2019
1,000
$22.97 - $30.93 $23K - $30.9K
Eyepoint Pharmaceuticals Inc
Q2 2019 Filed on Jul 26, 2019
50,000
N/A
Fitbit Inc
Q2 2019 Filed on Jul 26, 2019
13,000
N/A
TTOO
T2 Biosystems, Inc.

Healthcare
Q2 2019 Filed on Jul 26, 2019
4,000
$1.47 - $3.16 $5.88K - $12.6K
BLUE
Bluebird Bio, Inc.

Healthcare
Q2 2019 Filed on Jul 26, 2019
1,000
$75.84 - $105.21 $75.8K - $105K
CARG
Car Gurus, Inc.

Communication Services
Q2 2019 Filed on Jul 26, 2019
10,000
$33.52 - $41.45 $335K - $415K
THC
Tenet Healthcare Corp

Healthcare
Q2 2019 Filed on Jul 26, 2019
100
$19.96 - $31.19 $2K - $3.12K
Nabors Industries LTD
Q1 2019 Filed on Apr 24, 2019
2,692
N/A
Twenty First Centy Fox Inc
Q1 2019 Filed on Apr 24, 2019
28,161
N/A
Shire PLC
Q1 2019 Filed on Apr 24, 2019
7,151
N/A
Scana Corp New
Q1 2019 Filed on Apr 24, 2019
17,731
N/A
Barclays Bk PLC
Q1 2019 Filed on Apr 24, 2019
5,364
N/A
Groupe Cgi Inc
Q1 2019 Filed on Apr 24, 2019
23,384
N/A
Transmontaigne Partners L P
Q1 2019 Filed on Apr 24, 2019
6,569
N/A
Navios Maritime Holdings Inc
Q1 2019 Filed on Apr 24, 2019
31,244
N/A
Spdr Series Trust
Q1 2019 Filed on Apr 24, 2019
18,608
N/A
Och Ziff Cap Mgmt Group
Q1 2019 Filed on Apr 24, 2019
41,256
N/A
Capital Product Partners L P
Q1 2019 Filed on Apr 24, 2019
15,402
N/A
CDXC
Chroma Dex Corp.

Healthcare
Q1 2019 Filed on Apr 24, 2019
10,001
$3.2 - $4.19 $32K - $41.9K
Celldex Therapeutics Inc New
Q1 2019 Filed on Apr 24, 2019
26,206
N/A
Synergy Pharmaceuticals Del
Q1 2019 Filed on Apr 24, 2019
18,983
N/A
Western Gas Partners LP
Q1 2019 Filed on Apr 24, 2019
55,890
N/A
Ohr Pharmaceutical Inc
Q1 2019 Filed on Apr 24, 2019
68,000
N/A
Government Pptys Income Tr
Q1 2019 Filed on Apr 24, 2019
22,664
N/A
Bank Amer Corp
Q1 2019 Filed on Apr 24, 2019
12,375
N/A
Tronox LTD
Q1 2019 Filed on Apr 24, 2019
174,926
N/A
State Bk Finl Corp
Q1 2019 Filed on Apr 24, 2019
15,312
N/A
Organovo Hldgs Inc
Q1 2019 Filed on Apr 24, 2019
10,770
N/A
Seadrill Partners LLC
Q1 2019 Filed on Apr 24, 2019
10,500
N/A
SNLN
Highland Fds I Highland/Iboxx

ETFs
Q1 2019 Filed on Apr 24, 2019
11,167
$17.14 - $17.72 $191K - $198K
Cvr Refng LP
Q1 2019 Filed on Apr 24, 2019
133,313
N/A
Prospect Capital Corporation
Q1 2019 Filed on Apr 24, 2019
40,000
N/A
Apollo Coml Real Est Fin Inc
Q1 2019 Filed on Apr 24, 2019
80,000
N/A
Hci Group Inc
Q1 2019 Filed on Apr 24, 2019
110,000
N/A
Huron Consulting Group Inc
Q1 2019 Filed on Apr 24, 2019
12,000
N/A
Aceto Corp
Q1 2019 Filed on Apr 24, 2019
38,000
N/A
Asterias Biotherapeutics Inc
Q1 2019 Filed on Apr 24, 2019
200,189
N/A
Pandora Media Inc
Q1 2019 Filed on Apr 24, 2019
28,234
N/A
Hannon Armstrong Sust Infr C
Q1 2019 Filed on Apr 24, 2019
15,000
N/A
Tahoe Res Inc
Q1 2019 Filed on Apr 24, 2019
25,500
N/A
Loxo Oncology Inc
Q1 2019 Filed on Apr 24, 2019
11,885
N/A
Melinta Therapeutics Inc
Q1 2019 Filed on Apr 24, 2019
17,232
N/A
Guggenheim Enhncd Eqty Incm
Q1 2019 Filed on Apr 24, 2019
11,972
N/A
Quantenna Communications Inc
Q1 2019 Filed on Apr 24, 2019
13,363
N/A
Edge Therapeutics Inc
Q1 2019 Filed on Apr 24, 2019
10,000
N/A
Twenty First Centy Fox Inc
Q1 2019 Filed on Apr 24, 2019
5,077
N/A
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email