Creative Planning
AWP

Creative Planning’s abrdn Global Premier Properties Fund AWP Stock Holding History

Creative Planning’s Portfolio AWP Stock Details AWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-11,664
Closed -$148K – 2021
2020
Q1 		$148K Sell
11,664
-378
-3% -$6.78K ﹤0.01% 1456
2019
Q4 		$234K Sell
12,042
-1,805
-13% -$34.6K ﹤0.01% 1551
2019
Q3 		$258K Hold
13,847
– – ﹤0.01% 1458
2019
Q2 		$260K Sell
13,847
-358
-3% -$6.47K ﹤0.01% 1458
2019
Q1 		$256K Buy
14,205
+209
+1% +$3.55K ﹤0.01% 1424
2018
Q4 		$209K Sell
13,996
-6,127
-30% -$101K ﹤0.01% 1459
2018
Q3 		$366K Sell
20,123
-1,141
-5% -$21.5K ﹤0.01% 1272
2018
Q2 		$407K Buy
21,264
+7,184
+51% +$137K ﹤0.01% 1179
2018
Q1 		$264K Buy
14,080
+2,856
+25% +$55.4K ﹤0.01% 1424
2017
Q4 		$227K Buy
11,224
+180
+2% +$3.54K ﹤0.01% 1518
2017
Q3 		$220K Buy
11,044
+175
+2% +$3.4K ﹤0.01% 1532
2017
Q2 		$207K Buy
10,869
+78
+0.7% +$1.43K ﹤0.01% 1499
2017
Q1 		$185K Sell
10,791
-15
-0.1% -$247 ﹤0.01% 1542
2016
Q4 		$166K Buy
10,806
+169
+2% +$2.64K ﹤0.01% 1511
2016
Q3 		$177K Sell
10,637
-112
-1% -$1.9K ﹤0.01% 1463
2016
Q2 		$177K Buy
10,749
+1,616
+18% +$26.9K ﹤0.01% 1309
2016
Q1 		$153K Sell
9,133
-1,115
-11% -$17.4K ﹤0.01% 1359
2015
Q4 		$177K Buy
10,248
+1,359
+15% +$24.1K ﹤0.01% 1273
2015
Q3 		$149K Buy
8,889
+57
+0.6% +$1.04K ﹤0.01% 1350
2015
Q2 		$171K Buy
8,832
+1,400
+19% +$28.8K ﹤0.01% 904
2015
Q1 		$153K Buy
7,432
+799
+12% +$16.3K ﹤0.01% 1333
2014
Q4 		$143K Buy
6,633
+125
+2% +$2.54K ﹤0.01% 1338
2014
Q3 		$134K Buy
6,508
+121
+2% +$2.63K ﹤0.01% 1288
2014
Q2 		$143K Buy
6,387
+115
+2% +$2.5K ﹤0.01% 1213
2014
Q1 		$133K Buy
6,272
+117
+2% +$2.48K ﹤0.01% 1217
2013
Q4 		$133K Sell
6,155
-38
-0.6% -$819 ﹤0.01% 1042
2013
Q3 		$134K Sell
6,193
-454
-7% -$9.88K ﹤0.01% 945
2013
Q2 		$152K Buy
+6,647
New +$163K ﹤0.01% 770

Other funds holding AWP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's AWP Position: Q2 2020 in Review

Creative Planning sold out of abrdn Global Premier Properties Fund (AWP) in Q2 2020, closing a stake of 11,664 shares — an estimated $148K sold.

Creative Planning first reported a position in AWP in Q2 2013 and held it in 28 quarters. The position peaked at $407K in Q2 2018. 92 funds tracked by Wall St. Rank hold AWP as of Q2 2020.

  • Creative Planning reported no remaining abrdn Global Premier Properties Fund position as of Q2 2020 after selling out during the quarter.
  • Creative Planning sold 11,664 abrdn Global Premier Properties Fund shares in Q2 2020, an estimated $148K.
  • Creative Planning first reported a position in abrdn Global Premier Properties Fund in Q2 2013 and held it in 28 quarters.
  • Creative Planning's abrdn Global Premier Properties Fund position peaked at $407K in Q2 2018.
  • 92 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q2 2020.

Based on Creative Planning's 13F filing for Q2 2020, filed 23 Jul 2020.