Creative Planning’s Yadkin Financial Corporation YDKN Stock Holding History

Creative Planning’s Portfolio YDKN Stock Details YDKN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-9,685	Closed	-$332K	–	5117
2016 Q4	$332K	Hold	9,685	–	–	﹤0.01%	1144
2016 Q3	$255K	Sell	9,685 -500	-5%	-$12.9K	﹤0.01%	1273
2016 Q2	$256K	Hold	10,185	–	–	﹤0.01%	1135
2016 Q1	$241K	Buy	10,185 +2,823	+38%	+$63.7K	﹤0.01%	1122
2015 Q4	$185K	Buy	7,362 +300	+4%	+$7.29K	﹤0.01%	1247
2015 Q3	$152K	Buy	+7,062	New	+$150K	﹤0.01%	1342
2015 Q2	–	Sell	-7,065	Closed	-$143K	–	3778
2015 Q1	$143K	Hold	7,065	–	–	﹤0.01%	1374
2014 Q4	$139K	Buy	7,065 +6,765	+2,255%	+$128K	﹤0.01%	1363
2014 Q3	$5K	Buy	300 +159	+113%	+$2.99K	﹤0.01%	3342
2014 Q2	$3K	Buy	+141	New	+$2.71K	﹤0.01%	3453

Other funds holding YDKN

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

FPF

FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Creative Planning's YDKN Position: Q1 2017 in Review

Creative Planning sold out of Yadkin Financial Corporation (YDKN) in Q1 2017, closing a stake of 9,685 shares — an estimated $332K sold.

Creative Planning first reported a position in YDKN in Q2 2014 and held it in 10 quarters. The position peaked at $332K in Q4 2016. 3 funds tracked by Wall St. Rank hold YDKN as of Q1 2017.

Creative Planning reported no remaining Yadkin Financial Corporation position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 9,685 Yadkin Financial Corporation shares in Q1 2017, an estimated $332K.
Creative Planning first reported a position in Yadkin Financial Corporation in Q2 2014 and held it in 10 quarters.
Creative Planning's Yadkin Financial Corporation position peaked at $332K in Q4 2016.
3 funds tracked by Wall St. Rank held Yadkin Financial Corporation as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.