Creative Planning’s Pattern Energy Group Inc. Class A PEGI Stock Holding History

Creative Planning’s Portfolio PEGI Stock Details PEGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-7,984	Closed	-$214K	–	2173
2019 Q4	$214K	Buy	+7,984	New	+$217K	﹤0.01%	1598
2019 Q3	–	Sell	-9,267	Closed	-$214K	–	2151
2019 Q2	$214K	Buy	+9,267	New	+$207K	﹤0.01%	1580
2017 Q3	–	Sell	-1,202	Closed	-$29K	–	4223
2017 Q2	$29K	Buy	1,202 +79	+7%	+$1.77K	﹤0.01%	2924
2017 Q1	$23K	Buy	1,123 +1,100	+4,783%	+$22K	﹤0.01%	3049
2016 Q4	$0	Buy	23 +1	+5%	+$21	﹤0.01%	4964
2016 Q3	$1K	Hold	22	–	–	﹤0.01%	4492
2016 Q2	$1K	Buy	+22	New	+$457	﹤0.01%	4267
2014 Q2	–	Sell	-170	Closed	-$5K	–	4038
2014 Q1	$5K	Buy	+170	New	+$4.76K	﹤0.01%	3119

Other funds holding PEGI

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Creative Planning's PEGI Position: Q1 2020 in Review

Creative Planning sold out of Pattern Energy Group Inc. Class A (PEGI) in Q1 2020, closing a stake of 7,984 shares — an estimated $214K sold.

Creative Planning first reported a position in PEGI in Q1 2014 and held it in 8 quarters. The position peaked at $214K in Q4 2019. 1 fund tracked by Wall St. Rank holds PEGI as of Q1 2020.

Creative Planning reported no remaining Pattern Energy Group Inc. Class A position as of Q1 2020 after selling out during the quarter.
Creative Planning sold 7,984 Pattern Energy Group Inc. Class A shares in Q1 2020, an estimated $214K.
Creative Planning first reported a position in Pattern Energy Group Inc. Class A in Q1 2014 and held it in 8 quarters.
Creative Planning's Pattern Energy Group Inc. Class A position peaked at $214K in Q4 2019.
1 fund tracked by Wall St. Rank held Pattern Energy Group Inc. Class A as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.