Creative Planning
ANW

Creative Planning’s Aegean Marine Petroleum Network ANW Stock Holding History

Creative Planning’s Portfolio ANW Stock Details ANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,150
Closed -$7K – 4376
2017
Q2 		$7K Hold
1,150
– – ﹤0.01% 3869
2017
Q1 		$14K Hold
1,150
– – ﹤0.01% 3395
2016
Q4 		$12K Buy
+1,150
New +$11.4K ﹤0.01% 3456
2016
Q1 		– Sell
-500
Closed -$4K – 4671
2015
Q4 		$4K Sell
500
-300
-38% -$2.45K ﹤0.01% 3840
2015
Q3 		$5K Buy
+800
New +$7.72K ﹤0.01% 3661
2015
Q2 		– Sell
-310
Closed -$4K – 3606
2015
Q1 		$4K Sell
310
-300
-49% -$4.23K ﹤0.01% 3685
2014
Q4 		$9K Buy
610
+300
+97% +$2.92K ﹤0.01% 3202
2014
Q3 		$3K Buy
310
+300
+3,000% +$2.94K ﹤0.01% 3575
2014
Q2 		$0 Sell
10
-1,150
-99% -$11.3K ﹤0.01% 4050
2014
Q1 		$11K Sell
1,160
-990
-46% -$9.81K ﹤0.01% 2732
2013
Q4 		$24K Buy
2,150
+1,000
+87% +$10.8K ﹤0.01% 2086
2013
Q3 		$14K Hold
1,150
– – ﹤0.01% 2296
2013
Q2 		$11K Buy
+1,150
New +$8.7K ﹤0.01% 2251

Other funds holding ANW

SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $147M AUM 99.81% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AC
Ascend Capital Orinda, California $1.99B AUM 10.36% 1-Year Est. Return
LCM
Lonestar Capital Management San Francisco, California $186M AUM 72.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return