Creative Planning
ALO

Creative Planning’s Alio Gold Inc ALO Stock Holding History

Creative Planning’s Portfolio ALO Stock Details ALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-10,240
Closed -$8K – 2148
2019
Q2 		$8K Buy
+10,240
New +$6.73K ﹤0.01% 1947
2017
Q1 		– Sell
-500
Closed -$2K – 5025
2016
Q4 		$2K Buy
+500
New +$1.95K ﹤0.01% 4348
2016
Q1 		– Sell
-1,000
Closed -$1K – 4640
2015
Q4 		$1K Buy
+1,000
New +$1.86K ﹤0.01% 4295

Other funds holding ALO

DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SVG
Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's ALO Position: Q3 2019 in Review

Creative Planning sold out of Alio Gold Inc (ALO) in Q3 2019, closing a stake of 10,240 shares — an estimated $8K sold.

Creative Planning first reported a position in ALO in Q4 2015 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 23 funds tracked by Wall St. Rank hold ALO as of Q3 2019.

  • Creative Planning reported no remaining Alio Gold Inc position as of Q3 2019 after selling out during the quarter.
  • Creative Planning sold 10,240 Alio Gold Inc shares in Q3 2019, an estimated $8K.
  • Creative Planning first reported a position in Alio Gold Inc in Q4 2015 and held it in 3 quarters.
  • Creative Planning's Alio Gold Inc position peaked at $8K in Q2 2019.
  • 23 funds tracked by Wall St. Rank held Alio Gold Inc as of Q3 2019.

Based on Creative Planning's 13F filing for Q3 2019, filed 1 Nov 2019.