Creative Planning
SUNE

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
Q1 		– Sell
-2,000
Closed -$5K – 4745
2015
Q4 		$5K Buy
+2,000
New +$12.3K ﹤0.01% 3740

Other funds holding SUNE

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return
GF
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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
KBC Group
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
WS
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
PC
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.