Creative Planning’s AI Financial Corp AIFC Stock Holding History

Creative Planning’s Portfolio AIFC Stock Details AIFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-400	Closed	-$6K	–	4438
2014 Q4	$6K	Buy	+400	New	+$5.54K	﹤0.01%	3431

Other funds holding AIFC

SKK

Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's AIFC Position: Q1 2015 in Review

Creative Planning sold out of AI Financial Corp (AIFC) in Q1 2015, closing a stake of 400 shares — an estimated $6K sold.

Creative Planning first reported a position in AIFC in Q4 2014 and held it in 1 quarter. The position peaked at $6K in Q4 2014. 8 funds tracked by Wall St. Rank hold AIFC as of Q1 2015.

Creative Planning reported no remaining AI Financial Corp position as of Q1 2015 after selling out during the quarter.
Creative Planning sold 400 AI Financial Corp shares in Q1 2015, an estimated $6K.
Creative Planning first reported a position in AI Financial Corp in Q4 2014 and held it in 1 quarter.
Creative Planning's AI Financial Corp position peaked at $6K in Q4 2014.
8 funds tracked by Wall St. Rank held AI Financial Corp as of Q1 2015.

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