Creative Planning
RAS

Creative Planning’s RAIT Financial Trust RAS Stock Holding History

Creative Planning’s Portfolio RAS Stock Details RAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-425,000
Closed -$69K – 2234
2018
Q1 		$69K Sell
425,000
-200,500
-32% -$73.4K ﹤0.01% 1795
2017
Q4 		$235K Buy
625,500
+500
+0.1% +$226 ﹤0.01% 1501
2017
Q3 		$456K Buy
625,000
+21,350
+4% +$28K ﹤0.01% 1103
2017
Q2 		$1.32M Buy
603,650
+55,358
+10% +$142K 0.01% 572
2017
Q1 		$1.75M Hold
548,292
– – 0.01% 466
2016
Q4 		$1.84M Buy
548,292
+2,992
+0.5% +$9.22K 0.01% 427
2016
Q3 		$1.84M Hold
545,300
– – 0.01% 395
2016
Q2 		$1.71M Buy
545,300
+34
+0% +$104 0.01% 374
2016
Q1 		$1.71M Buy
545,266
+25,000
+5% +$64K 0.01% 348
2015
Q4 		$1.41M Buy
520,266
+13,300
+3% +$56.4K 0.01% 403
2015
Q3 		$2.52M Buy
506,966
+20,066
+4% +$110K 0.02% 256
2015
Q2 		$2.98M Buy
486,900
+1,700
+0.4% +$11.1K 0.03% 219
2015
Q1 		$3.33M Buy
485,200
+10,401
+2% +$74.3K 0.03% 195
2014
Q4 		$3.64M Sell
474,799
-467
-0.1% -$3.44K 0.04% 172
2014
Q3 		$3.53M Buy
475,266
+21,700
+5% +$171K 0.04% 164
2014
Q2 		$3.75M Hold
453,566
– – 0.05% 148
2014
Q1 		$3.85M Buy
453,566
+33,000
+8% +$277K 0.06% 122
2013
Q4 		$3.77M Buy
420,566
+420,000
+74,205% +$3.28M 0.06% 116
2013
Q3 		$4K Hold
566
– – ﹤0.01% 2861
2013
Q2 		$4K Buy
+566
New +$4.55K ﹤0.01% 2680

Other funds holding RAS

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RA
RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

Creative Planning's RAS Position: Q2 2018 in Review

Creative Planning sold out of RAIT Financial Trust (RAS) in Q2 2018, closing a stake of 425,000 shares — an estimated $69K sold.

Creative Planning first reported a position in RAS in Q2 2013 and held it in 20 quarters. The position peaked at $3.85M in Q1 2014. 10 funds tracked by Wall St. Rank hold RAS as of Q2 2018.

  • Creative Planning reported no remaining RAIT Financial Trust position as of Q2 2018 after selling out during the quarter.
  • Creative Planning sold 425,000 RAIT Financial Trust shares in Q2 2018, an estimated $69K.
  • Creative Planning first reported a position in RAIT Financial Trust in Q2 2013 and held it in 20 quarters.
  • Creative Planning's RAIT Financial Trust position peaked at $3.85M in Q1 2014.
  • 10 funds tracked by Wall St. Rank held RAIT Financial Trust as of Q2 2018.

Based on Creative Planning's 13F filing for Q2 2018, filed 20 Jul 2018.