Creative Planning
ACR

Creative Planning’s ACRES Commercial Realty ACR Stock Holding History

Creative Planning’s Portfolio ACR Stock Details ACR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,524
Closed -$138K – 2073
2018
Q2 		$138K Buy
+4,524
New +$136K ﹤0.01% 1710

Other funds holding ACR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Creative Planning's ACR Position: Q3 2018 in Review

Creative Planning sold out of ACRES Commercial Realty (ACR) in Q3 2018, closing a stake of 4,524 shares — an estimated $138K sold.

Creative Planning first reported a position in ACR in Q2 2018 and held it in 1 quarter. The position peaked at $138K in Q2 2018. 110 funds tracked by Wall St. Rank hold ACR as of Q3 2018.

  • Creative Planning reported no remaining ACRES Commercial Realty position as of Q3 2018 after selling out during the quarter.
  • Creative Planning sold 4,524 ACRES Commercial Realty shares in Q3 2018, an estimated $138K.
  • Creative Planning first reported a position in ACRES Commercial Realty in Q2 2018 and held it in 1 quarter.
  • Creative Planning's ACRES Commercial Realty position peaked at $138K in Q2 2018.
  • 110 funds tracked by Wall St. Rank held ACRES Commercial Realty as of Q3 2018.

Based on Creative Planning's 13F filing for Q3 2018, filed 25 Oct 2018.