Creative Planning’s Reeds, Inc. Common Stock REED Stock Holding History

Creative Planning’s Portfolio REED Stock Details REED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-33	Closed	-$4K	–	3974
2017 Q2	$4K	Hold	33	–	–	﹤0.01%	4127
2017 Q1	$7K	Buy	33 +2	+6%	+$404	﹤0.01%	3820
2016 Q4	$6K	Sell	31 -5	-14%	-$1.03K	﹤0.01%	3887
2016 Q3	$7K	Buy	36 +10	+38%	+$1.49K	﹤0.01%	3749
2016 Q2	$3K	Hold	26	–	–	﹤0.01%	3929
2016 Q1	$6K	Hold	26	–	–	﹤0.01%	3521
2015 Q4	$7K	Hold	26	–	–	﹤0.01%	3538
2015 Q3	$6K	Buy	+26	New	+$7.24K	﹤0.01%	3544
2015 Q2	–	Sell	-26	Closed	-$7K	–	3265
2015 Q1	$7K	Hold	26	–	–	﹤0.01%	3415
2014 Q4	$8K	Hold	26	–	–	﹤0.01%	3259
2014 Q3	$8K	Hold	26	–	–	﹤0.01%	3091
2014 Q2	$7K	Buy	26 +1	+4%	+$252	﹤0.01%	3068
2014 Q1	$7K	Buy	25 +16	+178%	+$6.1K	﹤0.01%	2956
2013 Q4	$3K	Hold	9	–	–	﹤0.01%	3033
2013 Q3	$2K	Buy	9 +4	+80%	+$1.12K	﹤0.01%	3012
2013 Q2	$1K	Buy	+5	New	+$1.15K	﹤0.01%	2988

Other funds holding REED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

DMK

David M. Knott $275M AUM 59.23% 1-Year Est. Return

QCI

Quaker Capital Investments Mount Lebanon, Pennsylvania $409M AUM 61.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Atika Capital Management New York $796M AUM 167.57% 1-Year Est. Return

Creative Planning's REED Position: Q3 2017 in Review

Creative Planning sold out of Reeds, Inc. Common Stock (REED) in Q3 2017, closing a stake of 33 shares — an estimated $4K sold.

Creative Planning first reported a position in REED in Q2 2013 and held it in 16 quarters. The position peaked at $8K in Q4 2014. 25 funds tracked by Wall St. Rank hold REED as of Q3 2017.

Creative Planning reported no remaining Reeds, Inc. Common Stock position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 33 Reeds, Inc. Common Stock shares in Q3 2017, an estimated $4K.
Creative Planning first reported a position in Reeds, Inc. Common Stock in Q2 2013 and held it in 16 quarters.
Creative Planning's Reeds, Inc. Common Stock position peaked at $8K in Q4 2014.
25 funds tracked by Wall St. Rank held Reeds, Inc. Common Stock as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.