Creative Planning Closed Holding Positions

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Cbl & Assoc Pptys Inc
Q1 2020 Filed on May 05, 2020
20,000
N/A
RIBT
Rice Bran Technologies

Consumer Defensive
Q1 2020 Filed on May 05, 2020
11,022
$0.49 - $1.44 $5.4K - $15.9K
Tristate Cap Hldgs Inc
Q1 2020 Filed on May 05, 2020
16,000
N/A
Avon Prods Inc
Q1 2020 Filed on May 05, 2020
52,043
N/A
Landmark Infrastructure LP
Q1 2020 Filed on May 05, 2020
24,055
N/A
Pattern Energy Group Inc
Q1 2020 Filed on May 05, 2020
7,984
N/A
Ubs Ag London Brh
Q1 2020 Filed on May 05, 2020
510,500
N/A
Cnx Midstream Partners LP
Q1 2020 Filed on May 05, 2020
24,714
N/A
Fly Leasing LTD
Q1 2020 Filed on May 05, 2020
22,729
N/A
AJX
Great Ajax Corp.

Real Estate
Q1 2020 Filed on May 05, 2020
73,800
$4.11 - $15.34 $303K - $1.13M
Inpixon
Q1 2020 Filed on May 05, 2020
37,640
N/A
Onconova Therapeutics Inc
Q1 2020 Filed on May 05, 2020
43,619
N/A
Ekso Bionics Hldgs Inc
Q1 2020 Filed on May 05, 2020
33,286
N/A
Diffusion Pharmaceuticals In
Q1 2020 Filed on May 05, 2020
20,170
N/A
EHI
Western Asset Global High Income Fund Inc.

Financial Services
Q1 2020 Filed on May 05, 2020
17,711
$6.65 - $10.44 $118K - $185K
BOOM
Dmc Global Inc.

Energy
Q1 2020 Filed on May 05, 2020
15,910
$21.53 - $46.27 $343K - $736K
DMF
Bny Mellon Municipal Income, Inc.

Financial Services
Q1 2020 Filed on May 05, 2020
12,049
$6.67 - $9.78 $80.4K - $118K
Advaxis Inc
Q1 2020 Filed on May 05, 2020
10,000
N/A
AIH
Aesthetic Medical International Holdings Group LTD

Healthcare
Q1 2020 Filed on May 05, 2020
10,000
$6.43 - $10.28 $64.3K - $103K
NWPX
Northwest Pipe CO

Industrials
Q1 2020 Filed on May 05, 2020
8,980
$19.33 - $36.13 $174K - $324K
HAYN
Haynes International Inc

Industrials
Q1 2020 Filed on May 05, 2020
5,895
$17.91 - $34.49 $106K - $203K
Credit Suisse Ag Nassau Brh
Q1 2020 Filed on May 05, 2020
4,830
N/A
SYF
Synchrony Financial

Financial Services
Q1 2020 Filed on May 05, 2020
6,000
$12.8 - $36.42 $76.8K - $219K
Intrexon Corp
Q1 2020 Filed on May 05, 2020
30,000
N/A
ALLY
Ally Financial Inc.

Financial Services
Q1 2020 Filed on May 05, 2020
100
$11.7 - $33.06 $1.17K - $3.31K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
Q1 2020 Filed on May 05, 2020
200
$5.92 - $22.44 $1.18K - $4.49K
Kirkland Lake Gold LTD
Q1 2020 Filed on May 05, 2020
100
N/A
TW
Tradeweb Markets Inc.

Financial Services
Q1 2020 Filed on May 05, 2020
100
$36.22 - $51.84 $3.62K - $5.18K
Spdr Series Trust
Q1 2020 Filed on May 05, 2020
1,200
N/A
VNOM
Viper Energy Partners LP

Energy
Q1 2020 Filed on May 05, 2020
100
$5.18 - $26.66 $518 - $2.67K
Penney J C Corp Inc
Q1 2020 Filed on May 05, 2020
20,000
N/A
COTY
Coty Inc.

Consumer Defensive
Q1 2020 Filed on May 05, 2020
10,000
$3.74 - $12.18 $37.4K - $122K
Capstone Turbine Corp
Q4 2019 Filed on Jan 30, 2020
20,854
N/A
Bb&T Corp
Q4 2019 Filed on Jan 30, 2020
178,984
N/A
Altaba Inc
Q4 2019 Filed on Jan 30, 2020
53,657
N/A
BBBY
Bed Bath & Beyond Inc

Consumer Cyclical
Q4 2019 Filed on Jan 30, 2020
18,172
$9.94 - $17.72 $181K - $322K
Symantec Corp
Q4 2019 Filed on Jan 30, 2020
24,970
N/A
Celgene Corp
Q4 2019 Filed on Jan 30, 2020
86,317
N/A
Medicines CO
Q4 2019 Filed on Jan 30, 2020
66,742
N/A
Hcp Inc
Q4 2019 Filed on Jan 30, 2020
45,129
N/A
Progenics Pharmaceuticals In
Q4 2019 Filed on Jan 30, 2020
19,900
N/A
Central Fd Cda LTD
Q4 2019 Filed on Jan 30, 2020
41,245
N/A
Suntrust Bks Inc
Q4 2019 Filed on Jan 30, 2020
33,208
N/A
Buckeye Partners L P
Q4 2019 Filed on Jan 30, 2020
626,232
N/A
VGZ
Vista Gold Corp

Basic Materials
Q4 2019 Filed on Jan 30, 2020
12,000
$0.54 - $0.83 $6.48K - $9.96K
Dean Foods CO New
Q4 2019 Filed on Jan 30, 2020
369,609
N/A
Allianzgi Nfj Divid Int & Pr
Q4 2019 Filed on Jan 30, 2020
12,454
N/A
Viacom Inc New
Q4 2019 Filed on Jan 30, 2020
57,631
N/A
Carrizo Oil & Gas Inc
Q4 2019 Filed on Jan 30, 2020
19,518
N/A
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