Creative Planning’s APOLLO RESIDENTIAL MTG INC COM STK AMTG Stock Holding History

Creative Planning’s Portfolio AMTG Stock Details AMTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-415	Closed	-$6K	–	4984
2016 Q2	$6K	Sell	415 -1,500	-78%	-$20.2K	﹤0.01%	3598
2016 Q1	$26K	Buy	1,915 +215	+13%	+$2.51K	﹤0.01%	2591
2015 Q4	$20K	Buy	1,700 +1,500	+750%	+$19.1K	﹤0.01%	2873
2015 Q3	$3K	Buy	+200	New	+$2.84K	﹤0.01%	3903
2015 Q2	–	Sell	-200	Closed	-$3K	–	4254
2015 Q1	$3K	Hold	200	–	–	﹤0.01%	3835
2014 Q4	$3K	Hold	200	–	–	﹤0.01%	3777
2014 Q3	$3K	Sell	200 -651	-76%	-$10.7K	﹤0.01%	3608
2014 Q2	$14K	Buy	+851	New	+$14K	﹤0.01%	2722
2014 Q1	–	Sell	-150	Closed	-$2K	–	3962
2013 Q4	$2K	Sell	150 -870	-85%	-$13K	﹤0.01%	3183
2013 Q3	$15K	Buy	+1,020	New	+$15.8K	﹤0.01%	2271

Other funds holding AMTG

TCM

Texan Capital Management Houston, Texas $154M AUM 10.81% 1-Year Est. Return

Creative Planning's AMTG Position: Q3 2016 in Review

Creative Planning sold out of APOLLO RESIDENTIAL MTG INC COM STK (AMTG) in Q3 2016, closing a stake of 415 shares — an estimated $6K sold.

Creative Planning first reported a position in AMTG in Q3 2013 and held it in 10 quarters. The position peaked at $26K in Q1 2016. 1 fund tracked by Wall St. Rank holds AMTG as of Q3 2016.

Creative Planning reported no remaining APOLLO RESIDENTIAL MTG INC COM STK position as of Q3 2016 after selling out during the quarter.
Creative Planning sold 415 APOLLO RESIDENTIAL MTG INC COM STK shares in Q3 2016, an estimated $6K.
Creative Planning first reported a position in APOLLO RESIDENTIAL MTG INC COM STK in Q3 2013 and held it in 10 quarters.
Creative Planning's APOLLO RESIDENTIAL MTG INC COM STK position peaked at $26K in Q1 2016.
1 fund tracked by Wall St. Rank held APOLLO RESIDENTIAL MTG INC COM STK as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.