Creative Planning Closed Holding Positions

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
Bg Staffing Inc
Q1 2019 Filed on Apr 24, 2019
27,080
N/A
Dun & Bradstreet Corp Del Ne
Q1 2019 Filed on Apr 24, 2019
1,978
N/A
HMNY
Helios And Matheson Analytics Inc.

Technology
Q1 2019 Filed on Apr 24, 2019
13,356,306
N/A
Southcross Energy Partners L
Q1 2019 Filed on Apr 24, 2019
141,604
N/A
Cormedix Inc
Q1 2019 Filed on Apr 24, 2019
33,200
N/A
Midatech Pharma PLC
Q1 2019 Filed on Apr 24, 2019
12,082
N/A
MMLP
Martin Midstream Partners L.P.

Energy
Q1 2019 Filed on Apr 24, 2019
19,600
$10.77 - $14.3 $211K - $280K
Gs Fin Corp
Q1 2019 Filed on Apr 24, 2019
2,903
N/A
Cryoport Inc
Q1 2019 Filed on Apr 24, 2019
10,514
N/A
Columbia ETF Tr Ii
Q1 2019 Filed on Apr 24, 2019
11,000
N/A
Aratana Therapeutics Inc
Q1 2019 Filed on Apr 24, 2019
20,687
N/A
Tronox LTD
Q1 2019 Filed on Apr 24, 2019
10,000
N/A
ELY
Callaway Golf CO

Consumer Cyclical
Q1 2019 Filed on Apr 24, 2019
2,000
$15.17 - $17.53 $30.3K - $35.1K
SWN
Southwestern Energy CO

Energy
Q1 2019 Filed on Apr 24, 2019
5,000
$3.64 - $4.72 $18.2K - $23.6K
Nabors Industries LTD
Q1 2019 Filed on Apr 24, 2019
9,000
N/A
AU
Anglogold Ashanti LTD

Basic Materials
Q1 2019 Filed on Apr 24, 2019
10,000
$12.07 - $15.51 $121K - $155K
NTNX
Nutanix, Inc.

Technology
Q1 2019 Filed on Apr 24, 2019
500
$33.51 - $54.14 $16.8K - $27.1K
Barclays Bk PLC
Q1 2019 Filed on Apr 24, 2019
200
N/A
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q1 2019 Filed on Apr 24, 2019
600
N/A
Energy Transfer Partners LP
Q4 2018 Filed on Feb 01, 2019
3,068,628
N/A
Ca Inc
Q4 2018 Filed on Feb 01, 2019
8,460
N/A
Praxair Inc
Q4 2018 Filed on Feb 01, 2019
29,051
N/A
Express Scripts Hldg CO
Q4 2018 Filed on Feb 01, 2019
53,808
N/A
Cigna Corporation
Q4 2018 Filed on Feb 01, 2019
18,919
N/A
Rockwell Collins Inc
Q4 2018 Filed on Feb 01, 2019
10,181
N/A
Enbridge Energy Partners L P
Q4 2018 Filed on Feb 01, 2019
440,818
N/A
Apollo Invt Corp
Q4 2018 Filed on Feb 01, 2019
11,668
N/A
Andeavor
Q4 2018 Filed on Feb 01, 2019
29,988
N/A
Sina Corp
Q4 2018 Filed on Feb 01, 2019
3,714
N/A
Tsakos Energy Navigation LTD
Q4 2018 Filed on Feb 01, 2019
31,000
N/A
Aetna Inc New
Q4 2018 Filed on Feb 01, 2019
21,422
N/A
Spherix Inc
Q4 2018 Filed on Feb 01, 2019
20,000
N/A
Golden Star Res LTD Cda
Q4 2018 Filed on Feb 01, 2019
347,898
N/A
Eldorado Gold Corp New
Q4 2018 Filed on Feb 01, 2019
34,672
N/A
Hemispherx Biopharma Inc
Q4 2018 Filed on Feb 01, 2019
40,001
N/A
Keryx Biopharmaceuticals Inc
Q4 2018 Filed on Feb 01, 2019
24,691
N/A
Vaneck Vectors ETF Tr
Q4 2018 Filed on Feb 01, 2019
45,719
N/A
Thomson Reuters Corp
Q4 2018 Filed on Feb 01, 2019
5,908
N/A
Investors Real Estate Tr
Q4 2018 Filed on Feb 01, 2019
13,329
N/A
GASS
Stealth Gas Inc.

Industrials
Q4 2018 Filed on Feb 01, 2019
37,000
$2.76 - $3.65 $102K - $135K
Spectra Energy Partners LP
Q4 2018 Filed on Feb 01, 2019
45,987
N/A
Teekay Tankers LTD
Q4 2018 Filed on Feb 01, 2019
50,700
N/A
Gramercy Ppty Tr
Q4 2018 Filed on Feb 01, 2019
9,561
N/A
Barclays Bank PLC
Q4 2018 Filed on Feb 01, 2019
26,258
N/A
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