Creative Planning
RHE

Creative Planning’s Regional Health Properties, Inc. RHE Stock Holding History

Creative Planning’s Portfolio RHE Stock Details RHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-383
Closed -$6K – 4984
2017
Q1 		$6K Buy
+383
New +$6.62K ﹤0.01% 3914

Other funds holding RHE

FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Creative Planning's RHE Position: Q2 2017 in Review

Creative Planning sold out of Regional Health Properties, Inc. (RHE) in Q2 2017, closing a stake of 383 shares — an estimated $6K sold.

Creative Planning first reported a position in RHE in Q1 2017 and held it in 1 quarter. The position peaked at $6K in Q1 2017. 19 funds tracked by Wall St. Rank hold RHE as of Q2 2017.

  • Creative Planning reported no remaining Regional Health Properties, Inc. position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 383 Regional Health Properties, Inc. shares in Q2 2017, an estimated $6K.
  • Creative Planning first reported a position in Regional Health Properties, Inc. in Q1 2017 and held it in 1 quarter.
  • Creative Planning's Regional Health Properties, Inc. position peaked at $6K in Q1 2017.
  • 19 funds tracked by Wall St. Rank held Regional Health Properties, Inc. as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.