Creative Planning’s Genesis Healthcare, Inc. GEN Stock Holding History

Creative Planning’s Portfolio GEN Stock Details GEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-300	Closed	-$1K	–	4135
2017 Q2	$1K	Hold	300	–	–	﹤0.01%	4543
2017 Q1	$1K	Hold	300	–	–	﹤0.01%	4541
2016 Q4	$1K	Hold	300	–	–	﹤0.01%	4535
2016 Q3	$1K	Buy	+300	New	+$690	﹤0.01%	4481
2016 Q1	–	Sell	-42,500	Closed	-$147K	–	4628
2015 Q4	$147K	Buy	+42,500	New	+$204K	﹤0.01%	1402

Other funds holding GEN

CPA

Columbia Pacific Advisors Seattle, Washington $31M AUM 29.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FWC

First Washington Corp Seattle, Washington $353M AUM 41.46% 1-Year Est. Return

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

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Creative Planning's GEN Position: Q3 2017 in Review

Creative Planning sold out of Genesis Healthcare, Inc. (GEN) in Q3 2017, closing a stake of 300 shares — an estimated $1K sold.

Creative Planning first reported a position in GEN in Q4 2015 and held it in 5 quarters. The position peaked at $147K in Q4 2015. 73 funds tracked by Wall St. Rank hold GEN as of Q3 2017.

Creative Planning reported no remaining Genesis Healthcare, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 300 Genesis Healthcare, Inc. shares in Q3 2017, an estimated $1K.
Creative Planning first reported a position in Genesis Healthcare, Inc. in Q4 2015 and held it in 5 quarters.
Creative Planning's Genesis Healthcare, Inc. position peaked at $147K in Q4 2015.
73 funds tracked by Wall St. Rank held Genesis Healthcare, Inc. as of Q3 2017.

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