Creative Planning
AMU

Creative Planning’s ETRACS Alerian MLP Index ETN AMU Stock Holding History

Creative Planning’s Portfolio AMU Stock Details AMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,985
Closed -$34K – 4767
2016
Q1 		$34K Buy
+1,985
New +$31.5K ﹤0.01% 2383

Other funds holding AMU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Creative Planning's AMU Position: Q2 2016 in Review

Creative Planning sold out of ETRACS Alerian MLP Index ETN (AMU) in Q2 2016, closing a stake of 1,985 shares — an estimated $34K sold.

Creative Planning first reported a position in AMU in Q1 2016 and held it in 1 quarter. The position peaked at $34K in Q1 2016. 47 funds tracked by Wall St. Rank hold AMU as of Q2 2016.

  • Creative Planning reported no remaining ETRACS Alerian MLP Index ETN position as of Q2 2016 after selling out during the quarter.
  • Creative Planning sold 1,985 ETRACS Alerian MLP Index ETN shares in Q2 2016, an estimated $34K.
  • Creative Planning first reported a position in ETRACS Alerian MLP Index ETN in Q1 2016 and held it in 1 quarter.
  • Creative Planning's ETRACS Alerian MLP Index ETN position peaked at $34K in Q1 2016.
  • 47 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.