Creative Planning
AIMC

Creative Planning’s Altra Industrial Motion Corp AIMC Stock Holding History

Creative Planning’s Portfolio AIMC Stock Details AIMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-37
Closed -$1K – 4638
2015
Q3 		$1K Buy
+37
New +$927 ﹤0.01% 4181
2015
Q2 		– Sell
-60
Closed -$2K – 3255
2015
Q1 		$2K Sell
60
-343
-85% -$9.15K ﹤0.01% 3929
2014
Q4 		$11K Buy
403
+386
+2,271% +$11.4K ﹤0.01% 3081
2014
Q3 		$0 Buy
+17
New +$568 ﹤0.01% 4203

Other funds holding AIMC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Creative Planning's AIMC Position: Q4 2015 in Review

Creative Planning sold out of Altra Industrial Motion Corp (AIMC) in Q4 2015, closing a stake of 37 shares — an estimated $1K sold.

Creative Planning first reported a position in AIMC in Q3 2014 and held it in 4 quarters. The position peaked at $11K in Q4 2014. 108 funds tracked by Wall St. Rank hold AIMC as of Q4 2015.

  • Creative Planning reported no remaining Altra Industrial Motion Corp position as of Q4 2015 after selling out during the quarter.
  • Creative Planning sold 37 Altra Industrial Motion Corp shares in Q4 2015, an estimated $1K.
  • Creative Planning first reported a position in Altra Industrial Motion Corp in Q3 2014 and held it in 4 quarters.
  • Creative Planning's Altra Industrial Motion Corp position peaked at $11K in Q4 2014.
  • 108 funds tracked by Wall St. Rank held Altra Industrial Motion Corp as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.