Creative Planning
RSOL

Creative Planning’s REAL GOODS SOLAR, INC. CL A COM RSOL Stock Holding History

Creative Planning’s Portfolio RSOL Stock Details RSOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-12,000
Closed -$36K – 4393
2014
Q2 		$36K Buy
+12,000
New +$36K ﹤0.01% 2119

Other funds holding RSOL

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
BL
Bolton LP Greenwich, Connecticut $259M AUM 30.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's RSOL Position: Q3 2014 in Review

Creative Planning sold out of REAL GOODS SOLAR, INC. CL A COM (RSOL) in Q3 2014, closing a stake of 12,000 shares — an estimated $36K sold.

Creative Planning first reported a position in RSOL in Q2 2014 and held it in 1 quarter. The position peaked at $36K in Q2 2014. 31 funds tracked by Wall St. Rank hold RSOL as of Q3 2014.

  • Creative Planning reported no remaining REAL GOODS SOLAR, INC. CL A COM position as of Q3 2014 after selling out during the quarter.
  • Creative Planning sold 12,000 REAL GOODS SOLAR, INC. CL A COM shares in Q3 2014, an estimated $36K.
  • Creative Planning first reported a position in REAL GOODS SOLAR, INC. CL A COM in Q2 2014 and held it in 1 quarter.
  • Creative Planning's REAL GOODS SOLAR, INC. CL A COM position peaked at $36K in Q2 2014.
  • 31 funds tracked by Wall St. Rank held REAL GOODS SOLAR, INC. CL A COM as of Q3 2014.

Based on Creative Planning's 13F filing for Q3 2014, filed 10 Oct 2014.