Creative Planning’s AMIRA NATURE FOODS LTD ANFI Stock Holding History

Creative Planning’s Portfolio ANFI Stock Details ANFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-245	Closed	-$2K	–	4816
2016 Q2	$2K	Buy	245 +45	+23%	+$346	﹤0.01%	4091
2016 Q1	$2K	Hold	200	–	–	﹤0.01%	4026
2015 Q4	$2K	Buy	+200	New	+$1.44K	﹤0.01%	4102
2014 Q4	–	Sell	-200	Closed	-$3K	–	4427
2014 Q3	$3K	Buy	+200	New	+$3.06K	﹤0.01%	3570
2014 Q1	–	Sell	-257	Closed	-$4K	–	3825
2013 Q4	$4K	Buy	+257	New	+$3.76K	﹤0.01%	2946

Other funds holding ANFI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's ANFI Position: Q3 2016 in Review

Creative Planning sold out of AMIRA NATURE FOODS LTD (ANFI) in Q3 2016, closing a stake of 245 shares — an estimated $2K sold.

Creative Planning first reported a position in ANFI in Q4 2013 and held it in 5 quarters. The position peaked at $4K in Q4 2013. 30 funds tracked by Wall St. Rank hold ANFI as of Q3 2016.

Creative Planning reported no remaining AMIRA NATURE FOODS LTD position as of Q3 2016 after selling out during the quarter.
Creative Planning sold 245 AMIRA NATURE FOODS LTD shares in Q3 2016, an estimated $2K.
Creative Planning first reported a position in AMIRA NATURE FOODS LTD in Q4 2013 and held it in 5 quarters.
Creative Planning's AMIRA NATURE FOODS LTD position peaked at $4K in Q4 2013.
30 funds tracked by Wall St. Rank held AMIRA NATURE FOODS LTD as of Q3 2016.

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