Creative Planning’s SUNEDISON, INC COM SUNE Stock Holding History

Creative Planning’s Portfolio SUNE Stock Details SUNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-74,070	Closed	-$40K	–	4716
2016 Q1	$40K	Buy	74,070 +2,850	+4%	+$6.57K	﹤0.01%	2261
2015 Q4	$363K	Buy	71,220 +28,706	+68%	+$176K	﹤0.01%	903
2015 Q3	$305K	Buy	+42,514	New	+$762K	﹤0.01%	961
2015 Q2	–	Sell	-12,976	Closed	-$311K	–	3891
2015 Q1	$311K	Buy	12,976 +6,150	+90%	+$132K	﹤0.01%	976
2014 Q4	$133K	Buy	6,826 +139	+2%	+$2.64K	﹤0.01%	1387
2014 Q3	$126K	Buy	6,687 +3,100	+86%	+$66.5K	﹤0.01%	1327
2014 Q2	$81K	Sell	3,587 -500	-12%	-$9.71K	﹤0.01%	1569
2014 Q1	$77K	Buy	+4,087	New	+$68.1K	﹤0.01%	1549

Other funds holding SUNE

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

Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

HHMI

Howard Hughes Medical Institute Chevy Chase, Maryland $416M AUM 13.82% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

FCM

Firsthand Capital Management San Jose, California $46.9M AUM 114.33% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Palo Capital Newport Beach, California $236M AUM 5.33% 1-Year Est. Return

Creative Planning's SUNE Position: Q2 2016 in Review

Creative Planning sold out of SUNEDISON, INC COM (SUNE) in Q2 2016, closing a stake of 74,070 shares — an estimated $40K sold.

Creative Planning first reported a position in SUNE in Q1 2014 and held it in 8 quarters. The position peaked at $363K in Q4 2015. 44 funds tracked by Wall St. Rank hold SUNE as of Q2 2016.

Creative Planning reported no remaining SUNEDISON, INC COM position as of Q2 2016 after selling out during the quarter.
Creative Planning sold 74,070 SUNEDISON, INC COM shares in Q2 2016, an estimated $40K.
Creative Planning first reported a position in SUNEDISON, INC COM in Q1 2014 and held it in 8 quarters.
Creative Planning's SUNEDISON, INC COM position peaked at $363K in Q4 2015.
44 funds tracked by Wall St. Rank held SUNEDISON, INC COM as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.