Creative Planning Closed Holding Positions

Creative Planning

$101 Billion
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
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
Gastar Expl Inc New	Q3 2018 Filed on Oct 25, 2018	15,300	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
CUBI Customers Bancorp, Inc. Financial Services	Q3 2018 Filed on Oct 25, 2018	14,904	$23.31 - $29.8 $347K - $444K
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
AAOI Applied Optoelectronics, Inc. Technology	Q3 2018 Filed on Oct 25, 2018	4,835	$24.66 - $48.8 $119K - $236K
AMPH Amphastar Pharmaceuticals, Inc. Healthcare	Q3 2018 Filed on Oct 25, 2018	80,948	$15.39 - $19.38 $1.25M - $1.57M
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
Neovasc Inc	Q3 2018 Filed on Oct 25, 2018	10,000	N/A
OTIVF On Track Innovations LTD Industrials	Q3 2018 Filed on Oct 25, 2018	20,100	N/A
Global Ship Lease Inc New	Q3 2018 Filed on Oct 25, 2018	31,500	N/A
ANIP Ani Pharmaceuticals Inc Healthcare	Q3 2018 Filed on Oct 25, 2018	5,093	$52.95 - $71.34 $270K - $363K
IAI Ishares Tr Us Broker Dealers & ETFs	Q3 2018 Filed on Oct 25, 2018	4,696	$62.23 - $67.19 $292K - $316K
Saexploration Hldgs Inc	Q3 2018 Filed on Oct 25, 2018	3,132,224	N/A

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