Creative Planning’s ARC Document Solutions, Inc. ARC Stock Holding History

Creative Planning’s Portfolio ARC Stock Details ARC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,000	Closed	-$4K	–	4595
2017 Q2	$4K	Hold	1,000	–	–	﹤0.01%	4145
2017 Q1	$3K	Hold	1,000	–	–	﹤0.01%	4242
2016 Q4	$5K	Hold	1,000	–	–	﹤0.01%	4020
2016 Q3	$4K	Hold	1,000	–	–	﹤0.01%	4046
2016 Q2	$4K	Hold	1,000	–	–	﹤0.01%	3833
2016 Q1	$5K	Sell	1,000 -200	-17%	-$750	﹤0.01%	3650
2015 Q4	$5K	Sell	1,200 -200	-14%	-$1.07K	﹤0.01%	3744
2015 Q3	$8K	Buy	+1,400	New	+$9.47K	﹤0.01%	3398
2015 Q2	–	Sell	-1,200	Closed	-$11K	–	4091
2015 Q1	$11K	Hold	1,200	–	–	﹤0.01%	3170
2014 Q4	$12K	Buy	1,200 +200	+20%	+$1.92K	﹤0.01%	3045
2014 Q3	$8K	Hold	1,000	–	–	﹤0.01%	3108
2014 Q2	$6K	Sell	1,000 -200	-17%	-$1.26K	﹤0.01%	3180
2014 Q1	$9K	Buy	1,200 +200	+20%	+$1.5K	﹤0.01%	2831
2013 Q4	$8K	Hold	1,000	–	–	﹤0.01%	2692
2013 Q3	$5K	Hold	1,000	–	–	﹤0.01%	2772
2013 Q2	$4K	Buy	+1,000	New	+$3.44K	﹤0.01%	2676

Other funds holding ARC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Creative Planning's ARC Position: Q3 2017 in Review

Creative Planning sold out of ARC Document Solutions, Inc. (ARC) in Q3 2017, closing a stake of 1,000 shares — an estimated $4K sold.

Creative Planning first reported a position in ARC in Q2 2013 and held it in 16 quarters. The position peaked at $12K in Q4 2014. 91 funds tracked by Wall St. Rank hold ARC as of Q3 2017.

Creative Planning reported no remaining ARC Document Solutions, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,000 ARC Document Solutions, Inc. shares in Q3 2017, an estimated $4K.
Creative Planning first reported a position in ARC Document Solutions, Inc. in Q2 2013 and held it in 16 quarters.
Creative Planning's ARC Document Solutions, Inc. position peaked at $12K in Q4 2014.
91 funds tracked by Wall St. Rank held ARC Document Solutions, Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.