Creative Planning
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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CIG
Candlewood Investment Group Rye, New York $10.1M AUM 30% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Creative Planning's ALTO Position: Q3 2017 in Review

Creative Planning sold out of Alto Ingredients (ALTO) in Q3 2017, closing a stake of 116 shares — an estimated $1K sold.

Creative Planning first reported a position in ALTO in Q2 2013 and held it in 15 quarters. The position peaked at $1.12M in Q1 2014. 116 funds tracked by Wall St. Rank hold ALTO as of Q3 2017.

  • Creative Planning reported no remaining Alto Ingredients position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 116 Alto Ingredients shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in Alto Ingredients in Q2 2013 and held it in 15 quarters.
  • Creative Planning's Alto Ingredients position peaked at $1.12M in Q1 2014.
  • 116 funds tracked by Wall St. Rank held Alto Ingredients as of Q3 2017.

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