Creative Planning
ANR

Creative Planning’s Alpha Natural Resources Inc ANR Stock Holding History

Creative Planning’s Portfolio ANR Stock Details ANR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-12,192
Closed -$4K – 4446
2015
Q2 		$4K Sell
12,192
-59,195
-83% -$40.8K ﹤0.01% 1101
2015
Q1 		$71K Buy
71,387
+63,601
+817% +$72.4K ﹤0.01% 1772
2014
Q4 		$13K Buy
7,786
+3,402
+78% +$6.93K ﹤0.01% 2990
2014
Q3 		$11K Buy
4,384
+1,473
+51% +$5.08K ﹤0.01% 2919
2014
Q2 		$11K Sell
2,911
-2,100
-42% -$8.46K ﹤0.01% 2849
2014
Q1 		$21K Sell
5,011
-39,551
-89% -$212K ﹤0.01% 2354
2013
Q4 		$318K Sell
44,562
-39,500
-47% -$267K 0.01% 659
2013
Q3 		$501K Sell
84,062
-34,450
-29% -$202K 0.01% 452
2013
Q2 		$621K Buy
+118,512
New +$805K 0.01% 349

Other funds holding ANR

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
DCCA
D.C. Capital Advisors New York $28.9M AUM 102.41% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
CDH
Charles D. Hyman $1.79B AUM 17.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Creative Planning's ANR Position: Q3 2015 in Review

Creative Planning sold out of Alpha Natural Resources Inc (ANR) in Q3 2015, closing a stake of 12,192 shares — an estimated $4K sold.

Creative Planning first reported a position in ANR in Q2 2013 and held it in 9 quarters. The position peaked at $621K in Q2 2013. 24 funds tracked by Wall St. Rank hold ANR as of Q3 2015.

  • Creative Planning reported no remaining Alpha Natural Resources Inc position as of Q3 2015 after selling out during the quarter.
  • Creative Planning sold 12,192 Alpha Natural Resources Inc shares in Q3 2015, an estimated $4K.
  • Creative Planning first reported a position in Alpha Natural Resources Inc in Q2 2013 and held it in 9 quarters.
  • Creative Planning's Alpha Natural Resources Inc position peaked at $621K in Q2 2013.
  • 24 funds tracked by Wall St. Rank held Alpha Natural Resources Inc as of Q3 2015.

Based on Creative Planning's 13F filing for Q3 2015, filed 9 Oct 2015.