Creative Planning’s Alon USA Partners LP ALDW Stock Holding History

Creative Planning’s Portfolio ALDW Stock Details ALDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-11,579	Closed	-$134K	–	2069
2017 Q3	$134K	Hold	11,579	–	–	﹤0.01%	1680
2017 Q2	$121K	Hold	11,579	–	–	﹤0.01%	1855
2017 Q1	$106K	Hold	11,579	–	–	﹤0.01%	1920
2016 Q4	$111K	Sell	11,579 -6,121	-35%	-$54.9K	﹤0.01%	1801
2016 Q3	$152K	Hold	17,700	–	–	﹤0.01%	1579
2016 Q2	$179K	Buy	17,700 +3,765	+27%	+$38.5K	﹤0.01%	1307
2016 Q1	$183K	Buy	13,935 +6,591	+90%	+$101K	﹤0.01%	1263
2015 Q4	$171K	Buy	7,344 +2,465	+51%	+$59.8K	﹤0.01%	1296
2015 Q3	$114K	Buy	+4,879	New	+$115K	﹤0.01%	1519
2015 Q2	–	Sell	-716	Closed	-$13K	–	4217
2015 Q1	$13K	Buy	716 +566	+377%	+$9.39K	﹤0.01%	3061
2014 Q4	$2K	Buy	+150	New	+$2.52K	﹤0.01%	3927

Other funds holding ALDW

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Creative Planning's ALDW Position: Q4 2017 in Review

Creative Planning sold out of Alon USA Partners LP (ALDW) in Q4 2017, closing a stake of 11,579 shares — an estimated $134K sold.

Creative Planning first reported a position in ALDW in Q4 2014 and held it in 11 quarters. The position peaked at $183K in Q1 2016. 41 funds tracked by Wall St. Rank hold ALDW as of Q4 2017.

Creative Planning reported no remaining Alon USA Partners LP position as of Q4 2017 after selling out during the quarter.
Creative Planning sold 11,579 Alon USA Partners LP shares in Q4 2017, an estimated $134K.
Creative Planning first reported a position in Alon USA Partners LP in Q4 2014 and held it in 11 quarters.
Creative Planning's Alon USA Partners LP position peaked at $183K in Q1 2016.
41 funds tracked by Wall St. Rank held Alon USA Partners LP as of Q4 2017.

Based on Creative Planning's 13F filing for Q4 2017, filed 17 Jan 2018.