Creative Planning
BMR

Creative Planning’s BIOMED REALTY TRUST INC BMR Stock Holding History

Creative Planning’s Portfolio BMR Stock Details BMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-360
Closed -$7K – 4777
2015
Q3 		$7K Buy
+360
New +$7.2K ﹤0.01% 3477
2014
Q4 		– Sell
-821
Closed -$17K – 4513
2014
Q3 		$17K Buy
821
+54
+7% +$1.17K ﹤0.01% 2655
2014
Q2 		$17K Buy
767
+567
+284% +$12K ﹤0.01% 2603
2014
Q1 		$4K Buy
+200
New +$3.94K ﹤0.01% 3221
2013
Q4 		– Sell
-9
Closed – – 3602
2013
Q3 		$0 Sell
9
-152
-94% -$2.98K ﹤0.01% 3463
2013
Q2 		$3K Buy
+161
New +$3.48K ﹤0.01% 2772

Other funds holding BMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Creative Planning's BMR Position: Q4 2015 in Review

Creative Planning sold out of BIOMED REALTY TRUST INC (BMR) in Q4 2015, closing a stake of 360 shares — an estimated $7K sold.

Creative Planning first reported a position in BMR in Q2 2013 and held it in 6 quarters. The position peaked at $17K in Q3 2014. 290 funds tracked by Wall St. Rank hold BMR as of Q4 2015.

  • Creative Planning reported no remaining BIOMED REALTY TRUST INC position as of Q4 2015 after selling out during the quarter.
  • Creative Planning sold 360 BIOMED REALTY TRUST INC shares in Q4 2015, an estimated $7K.
  • Creative Planning first reported a position in BIOMED REALTY TRUST INC in Q2 2013 and held it in 6 quarters.
  • Creative Planning's BIOMED REALTY TRUST INC position peaked at $17K in Q3 2014.
  • 290 funds tracked by Wall St. Rank held BIOMED REALTY TRUST INC as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.