Creative Planning
CHSP

Creative Planning’s Chesapeake Lodging Trust CHSP Stock Holding History

Creative Planning’s Portfolio CHSP Stock Details CHSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-360
Closed -$10K – 4609
2016
Q1 		$10K Buy
360
+300
+500% +$7.57K ﹤0.01% 3258
2015
Q4 		$2K Buy
+60
New +$1.63K ﹤0.01% 4106

Other funds holding CHSP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Adelante Capital Management Alameda, California $1.46B AUM 8.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning's CHSP Position: Q2 2016 in Review

Creative Planning sold out of Chesapeake Lodging Trust (CHSP) in Q2 2016, closing a stake of 360 shares — an estimated $10K sold.

Creative Planning first reported a position in CHSP in Q4 2015 and held it in 2 quarters. The position peaked at $10K in Q1 2016. 184 funds tracked by Wall St. Rank hold CHSP as of Q2 2016.

  • Creative Planning reported no remaining Chesapeake Lodging Trust position as of Q2 2016 after selling out during the quarter.
  • Creative Planning sold 360 Chesapeake Lodging Trust shares in Q2 2016, an estimated $10K.
  • Creative Planning first reported a position in Chesapeake Lodging Trust in Q4 2015 and held it in 2 quarters.
  • Creative Planning's Chesapeake Lodging Trust position peaked at $10K in Q1 2016.
  • 184 funds tracked by Wall St. Rank held Chesapeake Lodging Trust as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.