Creative Planning
AHGP

Creative Planning’s Alliance Holdings GP AHGP Stock Holding History

Creative Planning’s Portfolio AHGP Stock Details AHGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,000
Closed -$28K – 5065
2016
Q4 		$28K Hold
1,000
– – ﹤0.01% 2849
2016
Q3 		$26K Hold
1,000
– – ﹤0.01% 2883
2016
Q2 		$21K Hold
1,000
– – ﹤0.01% 2781
2016
Q1 		$15K Hold
1,000
– – ﹤0.01% 2982
2015
Q4 		$20K Buy
1,000
+910
+1,011% +$23.7K ﹤0.01% 2866
2015
Q3 		$3K Buy
+90
New +$3.25K ﹤0.01% 3879
2015
Q1 		– Sell
-134
Closed -$8K – 4518
2014
Q4 		$8K Hold
134
– – ﹤0.01% 3271
2014
Q3 		$9K Hold
134
– – ﹤0.01% 3033
2014
Q2 		$9K Buy
+134
New +$8.59K ﹤0.01% 2960

Other funds holding AHGP

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's AHGP Position: Q1 2017 in Review

Creative Planning sold out of Alliance Holdings GP (AHGP) in Q1 2017, closing a stake of 1,000 shares — an estimated $28K sold.

Creative Planning first reported a position in AHGP in Q2 2014 and held it in 9 quarters. The position peaked at $28K in Q4 2016. 73 funds tracked by Wall St. Rank hold AHGP as of Q1 2017.

  • Creative Planning reported no remaining Alliance Holdings GP position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 1,000 Alliance Holdings GP shares in Q1 2017, an estimated $28K.
  • Creative Planning first reported a position in Alliance Holdings GP in Q2 2014 and held it in 9 quarters.
  • Creative Planning's Alliance Holdings GP position peaked at $28K in Q4 2016.
  • 73 funds tracked by Wall St. Rank held Alliance Holdings GP as of Q1 2017.

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