Creative Planning
TAT

Creative Planning’s TransAtlantic Petroleum LTD. TAT Stock Holding History

Creative Planning’s Portfolio TAT Stock Details TAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-500
Closed -$6K – 4375
2014
Q2 		$6K Buy
+500
New +$4.55K ﹤0.01% 3181

Other funds holding TAT

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
HBWM
Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return

Creative Planning's TAT Position: Q3 2014 in Review

Creative Planning sold out of TransAtlantic Petroleum LTD. (TAT) in Q3 2014, closing a stake of 500 shares — an estimated $6K sold.

Creative Planning first reported a position in TAT in Q2 2014 and held it in 1 quarter. The position peaked at $6K in Q2 2014. 56 funds tracked by Wall St. Rank hold TAT as of Q3 2014.

  • Creative Planning reported no remaining TransAtlantic Petroleum LTD. position as of Q3 2014 after selling out during the quarter.
  • Creative Planning sold 500 TransAtlantic Petroleum LTD. shares in Q3 2014, an estimated $6K.
  • Creative Planning first reported a position in TransAtlantic Petroleum LTD. in Q2 2014 and held it in 1 quarter.
  • Creative Planning's TransAtlantic Petroleum LTD. position peaked at $6K in Q2 2014.
  • 56 funds tracked by Wall St. Rank held TransAtlantic Petroleum LTD. as of Q3 2014.

Based on Creative Planning's 13F filing for Q3 2014, filed 10 Oct 2014.