Creative Planning’s ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) AHD Stock Holding History

Creative Planning’s Portfolio AHD Stock Details AHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-889	Closed	-$28K	–	4668
2014 Q4	$28K	Sell	889 -261	-23%	-$8.22K	﹤0.01%	2424
2014 Q3	$51K	Buy	1,150 +193	+20%	+$8.56K	﹤0.01%	1914
2014 Q2	$43K	Sell	957 -200	-17%	-$8.99K	﹤0.01%	1972
2014 Q1	$50K	Hold	1,157	–	–	﹤0.01%	1805
2013 Q4	$54K	Hold	1,157	–	–	﹤0.01%	1566
2013 Q3	$63K	Sell	1,157 -287	-20%	-$15.6K	﹤0.01%	1387
2013 Q2	$71K	Buy	+1,444	New	+$71K	﹤0.01%	1186

Other funds holding AHD

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

AIC

Atlantic Investment Company Atlanta, Georgia $34.3M AUM 10.7% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

LIM

Loudon Investment Management West Lebanon, New Hampshire $186M AUM 14.24% 1-Year Est. Return

WSCM

Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return

Creative Planning's AHD Position: Q1 2015 in Review

Creative Planning sold out of ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) (AHD) in Q1 2015, closing a stake of 889 shares — an estimated $28K sold.

Creative Planning first reported a position in AHD in Q2 2013 and held it in 7 quarters. The position peaked at $71K in Q2 2013. 8 funds tracked by Wall St. Rank hold AHD as of Q1 2015.

Creative Planning reported no remaining ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) position as of Q1 2015 after selling out during the quarter.
Creative Planning sold 889 ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) shares in Q1 2015, an estimated $28K.
Creative Planning first reported a position in ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) in Q2 2013 and held it in 7 quarters.
Creative Planning's ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) position peaked at $71K in Q2 2013.
8 funds tracked by Wall St. Rank held ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) as of Q1 2015.

Based on Creative Planning's 13F filing for Q1 2015, filed 13 Apr 2015.