Creative Planning
RVLT

Creative Planning’s Revolution Lighting Technologies, Inc. - Class A RVLT Stock Holding History

Creative Planning’s Portfolio RVLT Stock Details RVLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-112
Closed -$1K – 4575
2017
Q2 		$1K Sell
112
-509
-82% -$3.96K ﹤0.01% 4574
2017
Q1 		$5K Buy
621
+446
+255% +$2.95K ﹤0.01% 4013
2016
Q4 		$1K Buy
175
+75
+75% +$460 ﹤0.01% 4576
2016
Q3 		$1K Hold
100
– – ﹤0.01% 4529
2016
Q2 		$1K Hold
100
– – ﹤0.01% 4310
2016
Q1 		$1K Hold
100
– – ﹤0.01% 4262
2015
Q4 		$1K Hold
100
– – ﹤0.01% 4354
2015
Q3 		$1K Buy
+100
New +$1.09K ﹤0.01% 4239
2015
Q2 		– Sell
-100
Closed -$1K – 3920
2015
Q1 		$1K Hold
100
– – ﹤0.01% 4140
2014
Q4 		$1K Buy
+100
New +$1.52K ﹤0.01% 4077

Other funds holding RVLT

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SCM
Signia Capital Management Spokane, Washington $55.7M AUM 10.78% 1-Year Est. Return
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return