Creative Planning’s RE/MAX Holdings RMAX Stock Holding History

Creative Planning’s Portfolio RMAX Stock Details RMAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-225	Closed	-$13K	–	3331
2017 Q2	$13K	Hold	225	–	–	﹤0.01%	3472
2017 Q1	$13K	Hold	225	–	–	﹤0.01%	3436
2016 Q4	$13K	Hold	225	–	–	﹤0.01%	3376
2016 Q3	$10K	Hold	225	–	–	﹤0.01%	3530
2016 Q2	$9K	Hold	225	–	–	﹤0.01%	3327
2016 Q1	$8K	Hold	225	–	–	﹤0.01%	3341
2015 Q4	$8K	Hold	225	–	–	﹤0.01%	3430
2015 Q3	$8K	Buy	+225	New	+$8.44K	﹤0.01%	3355
2015 Q2	–	Sell	-1,000	Closed	-$33K	–	2600
2015 Q1	$33K	Buy	+1,000	New	+$34.1K	﹤0.01%	2308

Other funds holding RMAX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning's RMAX Position: Q3 2017 in Review

Creative Planning sold out of RE/MAX Holdings (RMAX) in Q3 2017, closing a stake of 225 shares — an estimated $13K sold.

Creative Planning first reported a position in RMAX in Q1 2015 and held it in 9 quarters. The position peaked at $33K in Q1 2015. 148 funds tracked by Wall St. Rank hold RMAX as of Q3 2017.

Creative Planning reported no remaining RE/MAX Holdings position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 225 RE/MAX Holdings shares in Q3 2017, an estimated $13K.
Creative Planning first reported a position in RE/MAX Holdings in Q1 2015 and held it in 9 quarters.
Creative Planning's RE/MAX Holdings position peaked at $33K in Q1 2015.
148 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q3 2017.

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