Creative Planning’s Emeren Group SOL Stock Holding History

Creative Planning’s Portfolio SOL Stock Details SOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-280	Closed	-$1K	–	3450
2017 Q2	$1K	Hold	280	–	–	﹤0.01%	4492
2017 Q1	$1K	Hold	280	–	–	﹤0.01%	4496
2016 Q4	$1K	Hold	280	–	–	﹤0.01%	4487
2016 Q3	$1K	Sell	280 -1,600	-85%	-$9.27K	﹤0.01%	4436
2016 Q2	$12K	Buy	1,880 +1,600	+571%	+$10.5K	﹤0.01%	3138
2016 Q1	$2K	Hold	280	–	–	﹤0.01%	3988
2015 Q4	$2K	Buy	280 +70	+33%	+$492	﹤0.01%	4068
2015 Q3	$1K	Buy	+210	New	+$1.3K	﹤0.01%	4143
2015 Q2	–	Sell	-180	Closed	-$1K	–	2728
2015 Q1	$1K	Hold	180	–	–	﹤0.01%	4064
2014 Q4	$1K	Sell	180 -125	-41%	-$1.27K	﹤0.01%	4002
2014 Q3	$5K	Hold	305	–	–	﹤0.01%	3312
2014 Q2	$4K	Hold	305	–	–	﹤0.01%	3325
2014 Q1	$5K	Hold	305	–	–	﹤0.01%	3105
2013 Q4	$5K	Sell	305 -400	-57%	-$8.76K	﹤0.01%	2850
2013 Q3	$18K	Buy	705 +400	+131%	+$8.2K	﹤0.01%	2164
2013 Q2	$3K	Buy	+305	New	+$2.82K	﹤0.01%	2735

Other funds holding SOL

SCM

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDCDDQ

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EPM

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning's SOL Position: Q3 2017 in Review

Creative Planning sold out of Emeren Group (SOL) in Q3 2017, closing a stake of 280 shares — an estimated $1K sold.

Creative Planning first reported a position in SOL in Q2 2013 and held it in 16 quarters. The position peaked at $18K in Q3 2013. 16 funds tracked by Wall St. Rank hold SOL as of Q3 2017.

Creative Planning reported no remaining Emeren Group position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 280 Emeren Group shares in Q3 2017, an estimated $1K.
Creative Planning first reported a position in Emeren Group in Q2 2013 and held it in 16 quarters.
Creative Planning's Emeren Group position peaked at $18K in Q3 2013.
16 funds tracked by Wall St. Rank held Emeren Group as of Q3 2017.

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