Creative Planning
GAS

Creative Planning’s AGL Resources Inc GAS Stock Holding History

Creative Planning’s Portfolio GAS Stock Details GAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-8,823
Closed -$582K – 4994
2016
Q2 		$582K Buy
8,823
+1,373
+18% +$90.2K ﹤0.01% 712
2016
Q1 		$485K Sell
7,450
-1,176
-14% -$75.7K ﹤0.01% 759
2015
Q4 		$550K Sell
8,626
-19
-0.2% -$1.19K ﹤0.01% 710
2015
Q3 		$528K Buy
+8,645
New +$463K ﹤0.01% 722
2015
Q2 		– Sell
-8,768
Closed -$435K – 4281
2015
Q1 		$435K Buy
8,768
+2,130
+32% +$111K ﹤0.01% 800
2014
Q4 		$362K Buy
6,638
+282
+4% +$14.9K ﹤0.01% 841
2014
Q3 		$326K Buy
6,356
+2,566
+68% +$135K ﹤0.01% 827
2014
Q2 		$209K Buy
3,790
+567
+18% +$29.8K ﹤0.01% 1009
2014
Q1 		$158K Sell
3,223
-232
-7% -$10.9K ﹤0.01% 1122
2013
Q4 		$163K Buy
3,455
+747
+28% +$34.8K ﹤0.01% 955
2013
Q3 		$125K Sell
2,708
-697
-20% -$31.4K ﹤0.01% 982
2013
Q2 		$146K Buy
+3,405
New +$146K ﹤0.01% 790

Other funds holding GAS

LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
BCM
Birmingham Capital Management Birmingham, Alabama $237M AUM 32.7% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Creative Planning's GAS Position: Q3 2016 in Review

Creative Planning sold out of AGL Resources Inc (GAS) in Q3 2016, closing a stake of 8,823 shares — an estimated $582K sold.

Creative Planning first reported a position in GAS in Q2 2013 and held it in 12 quarters. The position peaked at $582K in Q2 2016. 3 funds tracked by Wall St. Rank hold GAS as of Q3 2016.

  • Creative Planning reported no remaining AGL Resources Inc position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 8,823 AGL Resources Inc shares in Q3 2016, an estimated $582K.
  • Creative Planning first reported a position in AGL Resources Inc in Q2 2013 and held it in 12 quarters.
  • Creative Planning's AGL Resources Inc position peaked at $582K in Q2 2016.
  • 3 funds tracked by Wall St. Rank held AGL Resources Inc as of Q3 2016.

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