Creative Planning’s RF Industries RFIL Stock Holding History

Creative Planning’s Portfolio RFIL Stock Details RFIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-1,000	Closed	-$2K	–	4708
2016 Q2	$2K	Hold	1,000	–	–	﹤0.01%	4045
2016 Q1	$3K	Hold	1,000	–	–	﹤0.01%	3830
2015 Q4	$4K	Hold	1,000	–	–	﹤0.01%	3801
2015 Q3	$5K	Buy	+1,000	New	+$4.33K	﹤0.01%	3628
2015 Q2	–	Sell	-1,000	Closed	-$4K	–	2583
2015 Q1	$4K	Hold	1,000	–	–	﹤0.01%	3651
2014 Q4	$4K	Hold	1,000	–	–	﹤0.01%	3613
2014 Q3	$5K	Hold	1,000	–	–	﹤0.01%	3308
2014 Q2	$6K	Buy	+1,000	New	+$6K	﹤0.01%	3133
2014 Q1	–	Sell	-400	Closed	-$4K	–	3729
2013 Q4	$4K	Sell	400 -3,025	-88%	-$28.4K	﹤0.01%	2919
2013 Q3	$25K	Buy	3,425 +1,000	+41%	+$6.32K	﹤0.01%	1970
2013 Q2	$14K	Buy	+2,425	New	+$15.1K	﹤0.01%	2118

Other funds holding RFIL

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

PCC

Park Circle Company Baltimore, Maryland $108M AUM 15.4% 1-Year Est. Return

SKK

Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

BCM

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

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

Creative Planning's RFIL Position: Q3 2016 in Review

Creative Planning sold out of RF Industries (RFIL) in Q3 2016, closing a stake of 1,000 shares — an estimated $2K sold.

Creative Planning first reported a position in RFIL in Q2 2013 and held it in 11 quarters. The position peaked at $25K in Q3 2013. 20 funds tracked by Wall St. Rank hold RFIL as of Q3 2016.

Creative Planning reported no remaining RF Industries position as of Q3 2016 after selling out during the quarter.
Creative Planning sold 1,000 RF Industries shares in Q3 2016, an estimated $2K.
Creative Planning first reported a position in RF Industries in Q2 2013 and held it in 11 quarters.
Creative Planning's RF Industries position peaked at $25K in Q3 2013.
20 funds tracked by Wall St. Rank held RF Industries as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.