Creative Planning
AT

Creative Planning’s Atlantic Power Corporation AT Stock Holding History

Creative Planning’s Portfolio AT Stock Details AT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-10,805
Closed -$26K – 2141
2019
Q2 		$26K Hold
10,805
– – ﹤0.01% 1871
2019
Q1 		$27K Hold
10,805
– – ﹤0.01% 1824
2018
Q4 		$23K Hold
10,805
– – ﹤0.01% 1780
2018
Q3 		$24K Sell
10,805
-9,010
-45% -$19.6K ﹤0.01% 1938
2018
Q2 		$44K Buy
19,815
+7,510
+61% +$16.5K ﹤0.01% 1862
2018
Q1 		$26K Sell
12,305
-1,000
-8% -$2.14K ﹤0.01% 1872
2017
Q4 		$31K Sell
13,305
-1,500
-10% -$3.68K ﹤0.01% 1835
2017
Q3 		$36K Buy
14,805
+810
+6% +$1.95K ﹤0.01% 1805
2017
Q2 		$34K Buy
13,995
+393
+3% +$978 ﹤0.01% 2816
2017
Q1 		$36K Hold
13,602
– – ﹤0.01% 2715
2016
Q4 		$34K Hold
13,602
– – ﹤0.01% 2710
2016
Q3 		$34K Buy
13,602
+400
+3% +$1.01K ﹤0.01% 2661
2016
Q2 		$33K Buy
13,202
+9,503
+257% +$23.1K ﹤0.01% 2430
2016
Q1 		$9K Buy
3,699
+1,697
+85% +$3.23K ﹤0.01% 3309
2015
Q4 		$4K Sell
2,002
-4,200
-68% -$8.35K ﹤0.01% 3831
2015
Q3 		$12K Buy
+6,202
New +$14.9K ﹤0.01% 3105
2015
Q2 		– Sell
-2,002
Closed -$6K – 3393
2015
Q1 		$6K Sell
2,002
-335
-14% -$924 ﹤0.01% 3484
2014
Q4 		$6K Sell
2,337
-12,756
-85% -$29.4K ﹤0.01% 3436
2014
Q3 		$36K Buy
15,093
+4,818
+47% +$17.4K ﹤0.01% 2153
2014
Q2 		$42K Buy
10,275
+628
+7% +$2.05K ﹤0.01% 1991
2014
Q1 		$28K Sell
9,647
-4,355
-31% -$12.4K ﹤0.01% 2184
2013
Q4 		$49K Buy
14,002
+3,137
+29% +$12.6K ﹤0.01% 1624
2013
Q3 		$47K Buy
10,865
+2,365
+28% +$9.87K ﹤0.01% 1553
2013
Q2 		$33K Buy
+8,500
New +$40.1K ﹤0.01% 1628

Other funds holding AT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Creative Planning's AT Position: Q3 2019 in Review

Creative Planning sold out of Atlantic Power Corporation (AT) in Q3 2019, closing a stake of 10,805 shares — an estimated $26K sold.

Creative Planning first reported a position in AT in Q2 2013 and held it in 24 quarters. The position peaked at $49K in Q4 2013. 117 funds tracked by Wall St. Rank hold AT as of Q3 2019.

  • Creative Planning reported no remaining Atlantic Power Corporation position as of Q3 2019 after selling out during the quarter.
  • Creative Planning sold 10,805 Atlantic Power Corporation shares in Q3 2019, an estimated $26K.
  • Creative Planning first reported a position in Atlantic Power Corporation in Q2 2013 and held it in 24 quarters.
  • Creative Planning's Atlantic Power Corporation position peaked at $49K in Q4 2013.
  • 117 funds tracked by Wall St. Rank held Atlantic Power Corporation as of Q3 2019.

Based on Creative Planning's 13F filing for Q3 2019, filed 1 Nov 2019.