Creative Planning’s ACRE Realty Investors Inc AIII Stock Holding History

Creative Planning’s Portfolio AIII Stock Details AIII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-1,066	Closed	-$1K	–	4658
2016 Q1	$1K	Buy	+1,066	New	+$1.37K	﹤0.01%	4238

Other funds holding AIII

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Creative Planning's AIII Position: Q2 2016 in Review

Creative Planning sold out of ACRE Realty Investors Inc (AIII) in Q2 2016, closing a stake of 1,066 shares — an estimated $1K sold.

Creative Planning first reported a position in AIII in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 9 funds tracked by Wall St. Rank hold AIII as of Q2 2016.

Creative Planning reported no remaining ACRE Realty Investors Inc position as of Q2 2016 after selling out during the quarter.
Creative Planning sold 1,066 ACRE Realty Investors Inc shares in Q2 2016, an estimated $1K.
Creative Planning first reported a position in ACRE Realty Investors Inc in Q1 2016 and held it in 1 quarter.
Creative Planning's ACRE Realty Investors Inc position peaked at $1K in Q1 2016.
9 funds tracked by Wall St. Rank held ACRE Realty Investors Inc as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.