Creative Planning’s iPath Select MLP ETN ATMP Stock Holding History

Creative Planning’s Portfolio ATMP Stock Details ATMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-209	Closed	-$6K	–	1229
2015 Q1	$6K	Hold	209	–	–	﹤0.01%	3447
2014 Q4	$6K	Hold	209	–	–	﹤0.01%	3382
2014 Q3	$7K	Hold	209	–	–	﹤0.01%	3116
2014 Q2	$7K	Buy	+209	New	+$6.18K	﹤0.01%	3031

Other funds holding ATMP

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

NAM

North American Management Boston, Massachusetts $738M AUM 49.23% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return

AAM

Aureus Asset Management Boston, Massachusetts $1.5B AUM 20.3% 1-Year Est. Return

Creative Planning's ATMP Position: Q2 2015 in Review

Creative Planning sold out of iPath Select MLP ETN (ATMP) in Q2 2015, closing a stake of 209 shares — an estimated $6K sold.

Creative Planning first reported a position in ATMP in Q2 2014 and held it in 4 quarters. The position peaked at $7K in Q3 2014. 28 funds tracked by Wall St. Rank hold ATMP as of Q2 2015.

Creative Planning reported no remaining iPath Select MLP ETN position as of Q2 2015 after selling out during the quarter.
Creative Planning sold 209 iPath Select MLP ETN shares in Q2 2015, an estimated $6K.
Creative Planning first reported a position in iPath Select MLP ETN in Q2 2014 and held it in 4 quarters.
Creative Planning's iPath Select MLP ETN position peaked at $7K in Q3 2014.
28 funds tracked by Wall St. Rank held iPath Select MLP ETN as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.