Creative Planning
RGC

Creative Planning’s Regal Entertainment Group RGC Stock Holding History

Creative Planning’s Portfolio RGC Stock Details RGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,861
Closed -$59K – 4474
2017
Q2 		$59K Buy
2,861
+416
+17% +$8.82K ﹤0.01% 2400
2017
Q1 		$55K Sell
2,445
-198
-7% -$4.37K ﹤0.01% 2416
2016
Q4 		$54K Buy
2,643
+785
+42% +$17.4K ﹤0.01% 2342
2016
Q3 		$40K Buy
1,858
+1,715
+1,199% +$37.8K ﹤0.01% 2547
2016
Q2 		$3K Buy
+143
New +$2.97K ﹤0.01% 3953
2015
Q4 		– Sell
-1,159
Closed -$22K – 4720
2015
Q3 		$22K Buy
+1,159
New +$22.4K ﹤0.01% 2662
2015
Q2 		– Sell
-705
Closed -$16K – 3673
2015
Q1 		$16K Hold
705
– – ﹤0.01% 2895
2014
Q4 		$15K Sell
705
-690
-49% -$14.5K ﹤0.01% 2881
2014
Q3 		$28K Buy
1,395
+690
+98% +$14.1K ﹤0.01% 2311
2014
Q2 		$15K Sell
705
-265
-27% -$5.18K ﹤0.01% 2676
2014
Q1 		$18K Sell
970
-2,006
-67% -$38.5K ﹤0.01% 2459
2013
Q4 		$58K Buy
2,976
+271
+10% +$5.19K ﹤0.01% 1505
2013
Q3 		$51K Sell
2,705
-5,049
-65% -$94.5K ﹤0.01% 1498
2013
Q2 		$139K Buy
+7,754
New +$138K ﹤0.01% 820

Other funds holding RGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's RGC Position: Q3 2017 in Review

Creative Planning sold out of Regal Entertainment Group (RGC) in Q3 2017, closing a stake of 2,861 shares — an estimated $59K sold.

Creative Planning first reported a position in RGC in Q2 2013 and held it in 14 quarters. The position peaked at $139K in Q2 2013. 257 funds tracked by Wall St. Rank hold RGC as of Q3 2017.

  • Creative Planning reported no remaining Regal Entertainment Group position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,861 Regal Entertainment Group shares in Q3 2017, an estimated $59K.
  • Creative Planning first reported a position in Regal Entertainment Group in Q2 2013 and held it in 14 quarters.
  • Creative Planning's Regal Entertainment Group position peaked at $139K in Q2 2013.
  • 257 funds tracked by Wall St. Rank held Regal Entertainment Group as of Q3 2017.

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