Creative Planning’s Allot ALLT Stock Holding History

Creative Planning’s Portfolio ALLT Stock Details ALLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-109	Closed	-$1K	–	4194
2014 Q4	$1K	Hold	109	–	–	﹤0.01%	3941
2014 Q3	$1K	Hold	109	–	–	﹤0.01%	3790
2014 Q2	$1K	Hold	109	–	–	﹤0.01%	3606
2014 Q1	$1K	Hold	109	–	–	﹤0.01%	3472
2013 Q4	$2K	Hold	109	–	–	﹤0.01%	3078
2013 Q3	$1K	Hold	109	–	–	﹤0.01%	3070
2013 Q2	$1K	Buy	+109	New	+$1.32K	﹤0.01%	2920

Other funds holding ALLT

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Diker Management New York $112M AUM 59.78% 1-Year Est. Return

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

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Creative Planning's ALLT Position: Q1 2015 in Review

Creative Planning sold out of Allot (ALLT) in Q1 2015, closing a stake of 109 shares — an estimated $1K sold.

Creative Planning first reported a position in ALLT in Q2 2013 and held it in 7 quarters. The position peaked at $2K in Q4 2013. 56 funds tracked by Wall St. Rank hold ALLT as of Q1 2015.

Creative Planning reported no remaining Allot position as of Q1 2015 after selling out during the quarter.
Creative Planning sold 109 Allot shares in Q1 2015, an estimated $1K.
Creative Planning first reported a position in Allot in Q2 2013 and held it in 7 quarters.
Creative Planning's Allot position peaked at $2K in Q4 2013.
56 funds tracked by Wall St. Rank held Allot as of Q1 2015.

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