Creative Planning Closed Holding Positions

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Grubhub Inc
Q4 2018 Filed on Feb 01, 2019
1,500
N/A
Energy Transfer Partners LP
Q4 2018 Filed on Feb 01, 2019
500
N/A
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
Q4 2018 Filed on Feb 01, 2019
10,000
$25.25 - $26.04 $253K - $260K
Teekay Lng Partners L P
Q3 2018 Filed on Oct 25, 2018
11,319
N/A
Valeant Pharmaceuticals Intl
Q3 2018 Filed on Oct 25, 2018
364,367
N/A
Northwest Nat Gas CO
Q3 2018 Filed on Oct 25, 2018
7,984
N/A
Integrated Device Technology
Q3 2018 Filed on Oct 25, 2018
8,344
N/A
Deutsche Mun Income
Q3 2018 Filed on Oct 25, 2018
32,754
N/A
Depomed Inc
Q3 2018 Filed on Oct 25, 2018
40,975
N/A
Wgl Hldgs Inc
Q3 2018 Filed on Oct 25, 2018
15,047
N/A
AAV.TO
Advantage Energy Ltd.

Energy
Q3 2018 Filed on Oct 25, 2018
49,671
N/A
Origin Agritech Limited
Q3 2018 Filed on Oct 25, 2018
109,680
N/A
Vivus Inc
Q3 2018 Filed on Oct 25, 2018
169,313
N/A
Boardwalk Pipeline Partners
Q3 2018 Filed on Oct 25, 2018
10,505
N/A
Bofi Hldg Inc
Q3 2018 Filed on Oct 25, 2018
102,521
N/A
Seadrill Limited
Q3 2018 Filed on Oct 25, 2018
57,902
N/A
Klondex Mns LTD
Q3 2018 Filed on Oct 25, 2018
10,000
N/A
Dr Pepper Snapple Group Inc
Q3 2018 Filed on Oct 25, 2018
3,324
N/A
Idera Pharmaceuticals Inc
Q3 2018 Filed on Oct 25, 2018
41,100
N/A
Synthetic Biologics Inc
Q3 2018 Filed on Oct 25, 2018
166,000
N/A
Cys Invts Inc
Q3 2018 Filed on Oct 25, 2018
33,253
N/A
Williams Partners L P New
Q3 2018 Filed on Oct 25, 2018
22,743
N/A
Kkr & CO L P Del
Q3 2018 Filed on Oct 25, 2018
65,470
N/A
Cloud Peak Energy Inc
Q3 2018 Filed on Oct 25, 2018
235,634
N/A
Proofpoint Inc
Q3 2018 Filed on Oct 25, 2018
2,029
N/A
Liberty Tax Inc
Q3 2018 Filed on Oct 25, 2018
15,000
N/A
Tallgrass Energy Partners LP
Q3 2018 Filed on Oct 25, 2018
27,161
N/A
American Rlty Cap Pptys Inc
Q3 2018 Filed on Oct 25, 2018
45,000
N/A
Biocept Inc
Q3 2018 Filed on Oct 25, 2018
526,829
N/A
Halyard Health Inc
Q3 2018 Filed on Oct 25, 2018
4,253
N/A
New Mtn Fin Corp
Q3 2018 Filed on Oct 25, 2018
10,000
N/A
Alon Usa Energy Inc
Q3 2018 Filed on Oct 25, 2018
13,000
N/A
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
Q3 2018 Filed on Oct 25, 2018
9,605
$22.73 - $23.5 $218K - $226K
Keane Group Inc
Q3 2018 Filed on Oct 25, 2018
14,503
N/A
Foundation Medicine Inc
Q3 2018 Filed on Oct 25, 2018
4,768
N/A
Newlink Genetics Corp
Q3 2018 Filed on Oct 25, 2018
22,280
N/A
Biotime Inc
Q3 2018 Filed on Oct 25, 2018
30,392
N/A
OCSL
Oaktree Specialty Lending Corp

Financial Services
Q3 2018 Filed on Oct 25, 2018
13,760
$4.67 - $5.09 $64.3K - $70K
WOOD
Ishares Global Timber & Forest
Q3 2018 Filed on Oct 25, 2018
2,665
N/A
Mutualfirst Finl Inc
Q3 2018 Filed on Oct 25, 2018
6,000
N/A
Fang Hldgs LTD
Q3 2018 Filed on Oct 25, 2018
18,470
N/A
Gsv Cap Corp
Q3 2018 Filed on Oct 25, 2018
39,501
N/A
Klx Inc
Q3 2018 Filed on Oct 25, 2018
3,145
N/A
Ipass Inc
Q3 2018 Filed on Oct 25, 2018
30,000
N/A
Xl Group LTD
Q3 2018 Filed on Oct 25, 2018
4,084
N/A
TK
Teekay Corp

Energy
Q3 2018 Filed on Oct 25, 2018
22,760
$6.27 - $7.99 $143K - $182K
Jamba Inc
Q3 2018 Filed on Oct 25, 2018
17,469
N/A
TDF
Templeton Dragon Fund Inc

Financial Services
Q3 2018 Filed on Oct 25, 2018
9,390
$18.84 - $21.63 $177K - $203K
Nanometrics Inc
Q3 2018 Filed on Oct 25, 2018
11,910
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