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
2014 Q2	–	Sell	-8,000	Closed	-$45K	–	3761
2014 Q1	$45K	Buy	+8,000	New	+$80.7K	﹤0.01%	1865

Other funds holding ALTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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.