Creative Planning
ALJ

Creative Planning’s Alon USA Energy Inc ALJ Stock Holding History

Creative Planning’s Portfolio ALJ Stock Details ALJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-882
Closed -$12K – 4558
2017
Q2 		$12K Hold
882
– – ﹤0.01% 3549
2017
Q1 		$11K Hold
882
– – ﹤0.01% 3569
2016
Q4 		$10K Sell
882
-500
-36% -$4.69K ﹤0.01% 3583
2016
Q3 		$11K Hold
1,382
– – ﹤0.01% 3484
2016
Q2 		$9K Hold
1,382
– – ﹤0.01% 3357
2016
Q1 		$14K Hold
1,382
– – ﹤0.01% 3026
2015
Q4 		$21K Buy
1,382
+500
+57% +$8.37K ﹤0.01% 2830
2015
Q3 		$16K Buy
+882
New +$16.7K ﹤0.01% 2925
2015
Q2 		– Sell
-880
Closed -$15K – 3739
2015
Q1 		$15K Hold
880
– – ﹤0.01% 2951
2014
Q4 		$11K Hold
880
– – ﹤0.01% 3092
2014
Q3 		$13K Hold
880
– – ﹤0.01% 2816
2014
Q2 		$11K Hold
880
– – ﹤0.01% 2844
2014
Q1 		$13K Hold
880
– – ﹤0.01% 2650
2013
Q4 		$15K Buy
+880
New +$11.1K ﹤0.01% 2370
2013
Q3 		– Sell
-450
Closed -$7K – 3450
2013
Q2 		$7K Buy
+450
New +$7.63K ﹤0.01% 2440

Creative Planning's ALJ Position: Q3 2017 in Review

Creative Planning sold out of Alon USA Energy Inc (ALJ) in Q3 2017, closing a stake of 882 shares — an estimated $12K sold.

Creative Planning first reported a position in ALJ in Q2 2013 and held it in 15 quarters. The position peaked at $21K in Q4 2015. 0 funds tracked by Wall St. Rank hold ALJ as of Q3 2017.

  • Creative Planning reported no remaining Alon USA Energy Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 882 Alon USA Energy Inc shares in Q3 2017, an estimated $12K.
  • Creative Planning first reported a position in Alon USA Energy Inc in Q2 2013 and held it in 15 quarters.
  • Creative Planning's Alon USA Energy Inc position peaked at $21K in Q4 2015.
  • 0 funds tracked by Wall St. Rank held Alon USA Energy Inc as of Q3 2017.

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