Creative Planning’s Air T AIRT Stock Holding History

Creative Planning’s Portfolio AIRT Stock Details AIRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-750	Closed	-$11K	–	1928
2017 Q2	$11K	Hold	750	–	–	﹤0.01%	3554
2017 Q1	$10K	Hold	750	–	–	﹤0.01%	3574
2016 Q4	$12K	Hold	750	–	–	﹤0.01%	3401
2016 Q3	$10K	Hold	750	–	–	﹤0.01%	3495
2016 Q2	$11K	Hold	750	–	–	﹤0.01%	3162
2016 Q1	$12K	Buy	+750	New	+$11.5K	﹤0.01%	3094

Other funds holding AIRT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Creative Planning's AIRT Position: Q3 2017 in Review

Creative Planning sold out of Air T (AIRT) in Q3 2017, closing a stake of 750 shares — an estimated $11K sold.

Creative Planning first reported a position in AIRT in Q1 2016 and held it in 6 quarters. The position peaked at $12K in Q4 2016. 12 funds tracked by Wall St. Rank hold AIRT as of Q3 2017.

Creative Planning reported no remaining Air T position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 750 Air T shares in Q3 2017, an estimated $11K.
Creative Planning first reported a position in Air T in Q1 2016 and held it in 6 quarters.
Creative Planning's Air T position peaked at $12K in Q4 2016.
12 funds tracked by Wall St. Rank held Air T as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.