Creative Planning
ALTI

Creative Planning’s Altair Nanotechnologies Inc ALTI Stock Holding History

Creative Planning’s Portfolio ALTI Stock Details ALTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-2,000
Closed -$4K – 3543
2013
Q2 		$4K Buy
+2,000
New +$4.63K ﹤0.01% 2677

Other funds holding ALTI

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Creative Planning's ALTI Position: Q3 2013 in Review

Creative Planning sold out of Altair Nanotechnologies Inc (ALTI) in Q3 2013, closing a stake of 2,000 shares — an estimated $4K sold.

Creative Planning first reported a position in ALTI in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 14 funds tracked by Wall St. Rank hold ALTI as of Q3 2013.

  • Creative Planning reported no remaining Altair Nanotechnologies Inc position as of Q3 2013 after selling out during the quarter.
  • Creative Planning sold 2,000 Altair Nanotechnologies Inc shares in Q3 2013, an estimated $4K.
  • Creative Planning first reported a position in Altair Nanotechnologies Inc in Q2 2013 and held it in 1 quarter.
  • Creative Planning's Altair Nanotechnologies Inc position peaked at $4K in Q2 2013.
  • 14 funds tracked by Wall St. Rank held Altair Nanotechnologies Inc as of Q3 2013.

Based on Creative Planning's 13F filing for Q3 2013, filed 10 Oct 2013.