Creative Planning’s Talen Energy Corporation TLN Stock Holding History

Creative Planning’s Portfolio TLN Stock Details TLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-4,327	Closed	-$60K	–	5054
2016 Q3	$60K	Sell	4,327 -276	-6%	-$3.79K	﹤0.01%	2224
2016 Q2	$62K	Sell	4,603 -194	-4%	-$2.38K	﹤0.01%	1997
2016 Q1	$43K	Sell	4,797 -529	-10%	-$3.73K	﹤0.01%	2214
2015 Q4	$33K	Buy	5,326 +292	+6%	+$2.41K	﹤0.01%	2460
2015 Q3	$51K	Buy	+5,034	New	+$73.8K	﹤0.01%	2031

Other funds holding TLN

PFSC

Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return

SFG

SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

YWP

YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return

Creative Planning's TLN Position: Q4 2016 in Review

Creative Planning sold out of Talen Energy Corporation (TLN) in Q4 2016, closing a stake of 4,327 shares — an estimated $60K sold.

Creative Planning first reported a position in TLN in Q3 2015 and held it in 5 quarters. The position peaked at $62K in Q2 2016. 6 funds tracked by Wall St. Rank hold TLN as of Q4 2016.

Creative Planning reported no remaining Talen Energy Corporation position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 4,327 Talen Energy Corporation shares in Q4 2016, an estimated $60K.
Creative Planning first reported a position in Talen Energy Corporation in Q3 2015 and held it in 5 quarters.
Creative Planning's Talen Energy Corporation position peaked at $62K in Q2 2016.
6 funds tracked by Wall St. Rank held Talen Energy Corporation as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.