Creative Planning
RCAP

Creative Planning’s RCS CAPITAL CORPORATION CLASS A COM RCAP Stock Holding History

Creative Planning’s Portfolio RCAP Stock Details RCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,000
Closed – – 4804
2015
Q4 		$0 Hold
1,000
– – ﹤0.01% 4782
2015
Q3 		$1K Buy
+1,000
New +$3.34K ﹤0.01% 4244

Other funds holding RCAP

BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return

Creative Planning's RCAP Position: Q1 2016 in Review

Creative Planning sold out of RCS CAPITAL CORPORATION CLASS A COM (RCAP) in Q1 2016, closing a stake of 1,000 shares.

Creative Planning first reported a position in RCAP in Q3 2015 and held it in 2 quarters. The position peaked at $1K in Q3 2015. 7 funds tracked by Wall St. Rank hold RCAP as of Q1 2016.

  • Creative Planning reported no remaining RCS CAPITAL CORPORATION CLASS A COM position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 1,000 RCS CAPITAL CORPORATION CLASS A COM shares in Q1 2016.
  • Creative Planning first reported a position in RCS CAPITAL CORPORATION CLASS A COM in Q3 2015 and held it in 2 quarters.
  • Creative Planning's RCS CAPITAL CORPORATION CLASS A COM position peaked at $1K in Q3 2015.
  • 7 funds tracked by Wall St. Rank held RCS CAPITAL CORPORATION CLASS A COM as of Q1 2016.

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