Creative Planning’s BRT Apartments BRT Stock Holding History

Creative Planning’s Portfolio BRT Stock Details BRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,543	Closed	-$12K	–	2119
2017 Q2	$12K	Hold	1,543	–	–	﹤0.01%	3499
2017 Q1	$13K	Hold	1,543	–	–	﹤0.01%	3408
2016 Q4	$13K	Hold	1,543	–	–	﹤0.01%	3351
2016 Q3	$12K	Buy	+1,543	New	+$11.5K	﹤0.01%	3373

Other funds holding BRT

TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MFP

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Creative Planning's BRT Position: Q3 2017 in Review

Creative Planning sold out of BRT Apartments (BRT) in Q3 2017, closing a stake of 1,543 shares — an estimated $12K sold.

Creative Planning first reported a position in BRT in Q3 2016 and held it in 4 quarters. The position peaked at $13K in Q1 2017. 24 funds tracked by Wall St. Rank hold BRT as of Q3 2017.

Creative Planning reported no remaining BRT Apartments position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,543 BRT Apartments shares in Q3 2017, an estimated $12K.
Creative Planning first reported a position in BRT Apartments in Q3 2016 and held it in 4 quarters.
Creative Planning's BRT Apartments position peaked at $13K in Q1 2017.
24 funds tracked by Wall St. Rank held BRT Apartments as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.