Creative Planning
RBY

Creative Planning’s RUBICON MENERALS CORP (F) RBY Stock Holding History

Creative Planning’s Portfolio RBY Stock Details RBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-24,900
Closed -$2K – 4801
2015
Q4 		$2K Buy
24,900
+7,900
+46% +$2.05K ﹤0.01% 4141
2015
Q3 		$12K Sell
17,000
-5,436
-24% -$4.5K ﹤0.01% 3114
2015
Q2 		$24K Sell
22,436
-500
-2% -$539 ﹤0.01% 1064
2015
Q1 		$22K Buy
22,936
+500
+2% +$540 ﹤0.01% 2661
2014
Q4 		$22K Buy
22,436
+6,436
+40% +$6.71K ﹤0.01% 2597
2014
Q3 		$22K Buy
16,000
+10,200
+176% +$14.4K ﹤0.01% 2499
2014
Q2 		$9K Hold
5,800
– – ﹤0.01% 2965
2014
Q1 		$6K Sell
5,800
-305
-5% -$377 ﹤0.01% 3036
2013
Q4 		$5K Hold
6,105
– – ﹤0.01% 2874
2013
Q3 		$8K Hold
6,105
– – ﹤0.01% 2579
2013
Q2 		$8K Buy
+6,105
New +$10.4K ﹤0.01% 2384

Other funds holding RBY

TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
SHCM
Stokes & Hubbell Capital Management New Orleans, Louisiana $476M AUM 5.4% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Creative Planning's RBY Position: Q1 2016 in Review

Creative Planning sold out of RUBICON MENERALS CORP (F) (RBY) in Q1 2016, closing a stake of 24,900 shares — an estimated $2K sold.

Creative Planning first reported a position in RBY in Q2 2013 and held it in 11 quarters. The position peaked at $24K in Q2 2015. 8 funds tracked by Wall St. Rank hold RBY as of Q1 2016.

  • Creative Planning reported no remaining RUBICON MENERALS CORP (F) position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 24,900 RUBICON MENERALS CORP (F) shares in Q1 2016, an estimated $2K.
  • Creative Planning first reported a position in RUBICON MENERALS CORP (F) in Q2 2013 and held it in 11 quarters.
  • Creative Planning's RUBICON MENERALS CORP (F) position peaked at $24K in Q2 2015.
  • 8 funds tracked by Wall St. Rank held RUBICON MENERALS CORP (F) as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.