Creative Planning

Creative Planning’s Alto Ingredients ALTO Stock Holding History

Creative Planning’s Portfolio ALTO Stock Details ALTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-116	Closed	-$1K	–	1947
2017 Q2	$1K	Buy	116 +100	+625%	+$649	﹤0.01%	4398
2017 Q1	$0	Sell	16 -5,000	-100%	-$38.1K	﹤0.01%	4625
2016 Q4	$48K	Buy	5,016 +4,910	+4,632%	+$39.4K	﹤0.01%	2413
2016 Q3	$1K	Hold	106	–	–	﹤0.01%	4342
2016 Q2	$1K	Hold	106	–	–	﹤0.01%	4135
2016 Q1	$0	Sell	106 -2	-2%	-$8	﹤0.01%	4304
2015 Q4	$1K	Sell	108 -108	-50%	-$565	﹤0.01%	4172
2015 Q3	$1K	Buy	+216	New	+$1.65K	﹤0.01%	4062
2015 Q2	–	Sell	-335	Closed	-$4K	–	1165
2015 Q1	$4K	Buy	335 +143	+74%	+$1.38K	﹤0.01%	3604
2014 Q4	$2K	Buy	192 +84	+78%	+$1.02K	﹤0.01%	3788
2014 Q3	$2K	Buy	+108	New	+$2.03K	﹤0.01%	3627
2014 Q2	–	Sell	-71,765	Closed	-$1.12M	–	3762
2014 Q1	$1.12M	Buy	71,765 +69,815	+3,580%	+$704K	0.02%	332
2013 Q4	$10K	Sell	1,950 -1,195	-38%	-$4.44K	﹤0.01%	2551
2013 Q3	$11K	Sell	3,145 -502	-14%	-$1.9K	﹤0.01%	2395
2013 Q2	$15K	Buy	+3,647	New	+$15.6K	﹤0.01%	2079

Other funds holding ALTO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DnB Asset Management

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Candlewood Investment Group Rye, New York $10.1M AUM 30% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Russell Investments Group

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return