Creative Planning’s AMREIT INC NEW COM STK AMRE Stock Holding History

Creative Planning’s Portfolio AMRE Stock Details AMRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-1,600	Closed	-$42K	–	4625
2014 Q4	$42K	Sell	1,600 -1,500	-48%	-$38.1K	﹤0.01%	2132
2014 Q3	$71K	Buy	3,100 +1,500	+94%	+$34.3K	﹤0.01%	1693
2014 Q2	$29K	Hold	1,600	–	–	﹤0.01%	2264
2014 Q1	$27K	Sell	1,600 -1,350	-46%	-$22.4K	﹤0.01%	2213
2013 Q4	$50K	Buy	2,950 +1,350	+84%	+$23.1K	﹤0.01%	1615
2013 Q3	$28K	Hold	1,600	–	–	﹤0.01%	1906
2013 Q2	$31K	Buy	+1,600	New	+$30.4K	﹤0.01%	1668

Creative Planning's AMRE Position: Q1 2015 in Review

Creative Planning sold out of AMREIT INC NEW COM STK (AMRE) in Q1 2015, closing a stake of 1,600 shares — an estimated $42K sold.

Creative Planning first reported a position in AMRE in Q2 2013 and held it in 7 quarters. The position peaked at $71K in Q3 2014. 0 funds tracked by Wall St. Rank hold AMRE as of Q1 2015.

Creative Planning reported no remaining AMREIT INC NEW COM STK position as of Q1 2015 after selling out during the quarter.
Creative Planning sold 1,600 AMREIT INC NEW COM STK shares in Q1 2015, an estimated $42K.
Creative Planning first reported a position in AMREIT INC NEW COM STK in Q2 2013 and held it in 7 quarters.
Creative Planning's AMREIT INC NEW COM STK position peaked at $71K in Q3 2014.
0 funds tracked by Wall St. Rank held AMREIT INC NEW COM STK as of Q1 2015.

Based on Creative Planning's 13F filing for Q1 2015, filed 13 Apr 2015.