Creative Planning Closed Holding Positions

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Aratana Therapeutics Inc
Q1 2019 Filed on Apr 24, 2019
20,687
N/A
SEAC
Seachange International Inc

Technology
Q1 2019 Filed on Apr 24, 2019
14,500
$1.33 - $1.81 $19.3K - $26.2K
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
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
Vaneck Vectors ETF Tr
Q4 2018 Filed on Feb 01, 2019
26,426
N/A
RXL
Proshares Ultra Health Care
Q4 2018 Filed on Feb 01, 2019
1,811
N/A
Etfs Gold Tr
Q4 2018 Filed on Feb 01, 2019
12,683
N/A
Jpmorgan Chase & CO
Q4 2018 Filed on Feb 01, 2019
4,200
N/A
Etfs Platinum Tr
Q4 2018 Filed on Feb 01, 2019
2,866
N/A
Vaneck Vectors ETF Tr
Q4 2018 Filed on Feb 01, 2019
28,179
N/A
Anchor Bancorp Wa
Q4 2018 Filed on Feb 01, 2019
20,900
N/A
Pretium Res Inc
Q4 2018 Filed on Feb 01, 2019
13,806
N/A
Andeavor Logistics LP
Q4 2018 Filed on Feb 01, 2019
10,669
N/A
PBYI
Puma Biotechnology, Inc.

Healthcare
Q4 2018 Filed on Feb 01, 2019
7,804
$20.07 - $46.7 $157K - $364K
Tesaro Inc
Q4 2018 Filed on Feb 01, 2019
100,022
N/A
RDUS
Radius Health, Inc.

Healthcare
Q4 2018 Filed on Feb 01, 2019
42,165
$13.35 - $20.11 $563K - $848K
Resource Cap Corp
Q4 2018 Filed on Feb 01, 2019
23,000
N/A
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
Q4 2018 Filed on Feb 01, 2019
758,866
$13.12 - $16.86 $9.96M - $12.8M
MTNB
Matinas Bio Pharma Holdings, Inc.

Healthcare
Q4 2018 Filed on Feb 01, 2019
203,245
$0.53 - $1.11 $108K - $226K
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