Creative Planning’s Atlas Financial Holdings, Inc. Ordinary Shares AFH Stock Holding History

Creative Planning’s Portfolio AFH Stock Details AFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-900	Closed	-$16K	–	5020
2016 Q4	$16K	Hold	900	–	–	﹤0.01%	3241
2016 Q3	$14K	Hold	900	–	–	﹤0.01%	3295
2016 Q2	$15K	Buy	+900	New	+$15.9K	﹤0.01%	2997
2015 Q4	–	Sell	-150	Closed	-$3K	–	4671
2015 Q3	$3K	Buy	+150	New	+$2.68K	﹤0.01%	3867
2015 Q2	–	Sell	-150	Closed	-$3K	–	3443
2015 Q1	$3K	Hold	150	–	–	﹤0.01%	3799
2014 Q4	$2K	Buy	+150	New	+$2.25K	﹤0.01%	3884

Other funds holding AFH

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CRM

Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Creative Planning's AFH Position: Q1 2017 in Review

Creative Planning sold out of Atlas Financial Holdings, Inc. Ordinary Shares (AFH) in Q1 2017, closing a stake of 900 shares — an estimated $16K sold.

Creative Planning first reported a position in AFH in Q4 2014 and held it in 6 quarters. The position peaked at $16K in Q4 2016. 71 funds tracked by Wall St. Rank hold AFH as of Q1 2017.

Creative Planning reported no remaining Atlas Financial Holdings, Inc. Ordinary Shares position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 900 Atlas Financial Holdings, Inc. Ordinary Shares shares in Q1 2017, an estimated $16K.
Creative Planning first reported a position in Atlas Financial Holdings, Inc. Ordinary Shares in Q4 2014 and held it in 6 quarters.
Creative Planning's Atlas Financial Holdings, Inc. Ordinary Shares position peaked at $16K in Q4 2016.
71 funds tracked by Wall St. Rank held Atlas Financial Holdings, Inc. Ordinary Shares as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.