Creative Planning’s Real Goods Solar, Inc. Class A RGSE Stock Holding History

Creative Planning’s Portfolio RGSE Stock Details RGSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1	Closed	–	–	4570
2017 Q2	$0	Buy	+1	New	+$1	﹤0.01%	5084
2015 Q4	–	Hold	0	–	–	–	4764
2015 Q3	–	Hold	0	–	–	–	4427

Other funds holding RGSE

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

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

ARTA

A.R.T. Advisors New York $1.79M AUM 57.47% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Creative Planning's RGSE Position: Q3 2017 in Review

Creative Planning sold out of Real Goods Solar, Inc. Class A (RGSE) in Q3 2017, closing a stake of 1 share.

Creative Planning first reported a position in RGSE in Q2 2017 and held it in 1 quarter. The position peaked at $0 in Q2 2017. 15 funds tracked by Wall St. Rank hold RGSE as of Q3 2017.

Creative Planning reported no remaining Real Goods Solar, Inc. Class A position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1 Real Goods Solar, Inc. Class A share in Q3 2017.
Creative Planning first reported a position in Real Goods Solar, Inc. Class A in Q2 2017 and held it in 1 quarter.
Creative Planning's Real Goods Solar, Inc. Class A position peaked at $0 in Q2 2017.
15 funds tracked by Wall St. Rank held Real Goods Solar, Inc. Class A as of Q3 2017.

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