Creative Planning
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Creative Planning’s American Realty Investors ARL Stock Holding History

Creative Planning’s Portfolio ARL Stock Details ARL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-253
Closed -$2K – 4610
2016
Q3 		$2K Buy
+253
New +$1.63K ﹤0.01% 4197

Other funds holding ARL

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Creative Planning's ARL Position: Q4 2016 in Review

Creative Planning sold out of American Realty Investors (ARL) in Q4 2016, closing a stake of 253 shares — an estimated $2K sold.

Creative Planning first reported a position in ARL in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 11 funds tracked by Wall St. Rank hold ARL as of Q4 2016.

  • Creative Planning reported no remaining American Realty Investors position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 253 American Realty Investors shares in Q4 2016, an estimated $2K.
  • Creative Planning first reported a position in American Realty Investors in Q3 2016 and held it in 1 quarter.
  • Creative Planning's American Realty Investors position peaked at $2K in Q3 2016.
  • 11 funds tracked by Wall St. Rank held American Realty Investors as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.