Creative Planning
BQR

Creative Planning’s BLACKROCK ECOSOLUTIONS INVESTMENT TRUST BQR Stock Holding History

Creative Planning’s Portfolio BQR Stock Details BQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,250
Closed -$10K – 3487
2013
Q2 		$10K Buy
+1,250
New +$10.9K ﹤0.01% 2301

Other funds holding BQR

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Creative Planning's BQR Position: Q3 2013 in Review

Creative Planning sold out of BLACKROCK ECOSOLUTIONS INVESTMENT TRUST (BQR) in Q3 2013, closing a stake of 1,250 shares — an estimated $10K sold.

Creative Planning first reported a position in BQR in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 21 funds tracked by Wall St. Rank hold BQR as of Q3 2013.

  • Creative Planning reported no remaining BLACKROCK ECOSOLUTIONS INVESTMENT TRUST position as of Q3 2013 after selling out during the quarter.
  • Creative Planning sold 1,250 BLACKROCK ECOSOLUTIONS INVESTMENT TRUST shares in Q3 2013, an estimated $10K.
  • Creative Planning first reported a position in BLACKROCK ECOSOLUTIONS INVESTMENT TRUST in Q2 2013 and held it in 1 quarter.
  • Creative Planning's BLACKROCK ECOSOLUTIONS INVESTMENT TRUST position peaked at $10K in Q2 2013.
  • 21 funds tracked by Wall St. Rank held BLACKROCK ECOSOLUTIONS INVESTMENT TRUST as of Q3 2013.

Based on Creative Planning's 13F filing for Q3 2013, filed 10 Oct 2013.