Creative Planning’s VIVINT SOLAR, INC. VSLR Stock Holding History

Creative Planning’s Portfolio VSLR Stock Details VSLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-25,185	Closed	-$249K	–	2313
2020 Q2	$249K	Buy	+25,185	New	+$181K	﹤0.01%	1415
2017 Q3	–	Sell	-5,800	Closed	-$34K	–	4176
2017 Q2	$34K	Sell	5,800 -500	-8%	-$1.71K	﹤0.01%	2819
2017 Q1	$18K	Hold	6,300	–	–	﹤0.01%	3202
2016 Q4	$16K	Buy	6,300 +500	+9%	+$1.49K	﹤0.01%	3240
2016 Q3	$18K	Buy	5,800 +3,000	+107%	+$9.28K	﹤0.01%	3140
2016 Q2	$9K	Sell	2,800 -300	-10%	-$884	﹤0.01%	3349
2016 Q1	$8K	Hold	3,100	–	–	﹤0.01%	3364
2015 Q4	$30K	Hold	3,100	–	–	﹤0.01%	2549
2015 Q3	$32K	Buy	+3,100	New	+$40K	﹤0.01%	2383
2015 Q2	–	Sell	-2,100	Closed	-$25K	–	3429
2015 Q1	$25K	Buy	2,100 +1,500	+250%	+$14.2K	﹤0.01%	2564
2014 Q4	$6K	Buy	+600	New	+$6.85K	﹤0.01%	3440

Other funds holding VSLR

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's VSLR Position: Q3 2020 in Review

Creative Planning sold out of VIVINT SOLAR, INC. (VSLR) in Q3 2020, closing a stake of 25,185 shares — an estimated $249K sold.

Creative Planning first reported a position in VSLR in Q4 2014 and held it in 11 quarters. The position peaked at $249K in Q2 2020. 165 funds tracked by Wall St. Rank hold VSLR as of Q3 2020.

Creative Planning reported no remaining VIVINT SOLAR, INC. position as of Q3 2020 after selling out during the quarter.
Creative Planning sold 25,185 VIVINT SOLAR, INC. shares in Q3 2020, an estimated $249K.
Creative Planning first reported a position in VIVINT SOLAR, INC. in Q4 2014 and held it in 11 quarters.
Creative Planning's VIVINT SOLAR, INC. position peaked at $249K in Q2 2020.
165 funds tracked by Wall St. Rank held VIVINT SOLAR, INC. as of Q3 2020.

Based on Creative Planning's 13F filing for Q3 2020, filed 5 Nov 2020.