Creative Planning’s RARE ELEMENT RES LTD REE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-14,000
Closed -$2K 4767
2015
Q4
$2K Buy
14,000
+8,600
+159% +$1.9K ﹤0.01% 4138
2015
Q3
$2K Sell
5,400
-22,000
-80% -$8.31K ﹤0.01% 4032
2015
Q2
$12K Buy
27,400
+4,000
+17% +$2.52K ﹤0.01% 1087
2015
Q1
$13K Buy
23,400
+22,200
+1,850% +$12.1K ﹤0.01% 3053
2014
Q4
$0 Hold
1,200
﹤0.01% 4509
2014
Q3
$1K Hold
1,200
﹤0.01% 3944
2014
Q2
$2K Hold
1,200
﹤0.01% 3585
2014
Q1
$2K Hold
1,200
﹤0.01% 3437
2013
Q4
$2K Sell
1,200
-9,800
-89% -$17.3K ﹤0.01% 3159
2013
Q3
$29K Buy
11,000
+6,700
+156% +$14.9K ﹤0.01% 1880
2013
Q2
$8K Buy
+4,300
New +$8.38K ﹤0.01% 2383

Creative Planning's REE Position: Q1 2016 in Review

Creative Planning sold out of RARE ELEMENT RES LTD (REE) in Q1 2016, closing a stake of 14,000 shares — an estimated $2K sold.

Creative Planning first reported a position in REE in Q2 2013 and held it in 11 quarters. The position peaked at $29K in Q3 2013. 2 funds tracked by Wall St. Rank hold REE as of Q1 2016.

  • Creative Planning reported no remaining RARE ELEMENT RES LTD position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 14,000 RARE ELEMENT RES LTD shares in Q1 2016, an estimated $2K.
  • Creative Planning first reported a position in RARE ELEMENT RES LTD in Q2 2013 and held it in 11 quarters.
  • Creative Planning's RARE ELEMENT RES LTD position peaked at $29K in Q3 2013.
  • 2 funds tracked by Wall St. Rank held RARE ELEMENT RES LTD as of Q1 2016.

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