Creative Planning’s CHAMBERS STR PPTYS COM CSG Stock Holding History

Creative Planning’s Portfolio CSG Stock Details CSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-26,145	Closed	-$170K	–	4795
2015 Q3	$170K	Buy	26,145 +12,127	+87%	+$86.5K	﹤0.01%	1286
2015 Q2	$111K	Hold	14,018	–	–	﹤0.01%	969
2015 Q1	$110K	Hold	14,018	–	–	﹤0.01%	1530
2014 Q4	$113K	Hold	14,018	–	–	﹤0.01%	1493
2014 Q3	$106K	Buy	14,018 +2,251	+19%	+$17.6K	﹤0.01%	1435
2014 Q2	$95K	Hold	11,767	–	–	﹤0.01%	1471
2014 Q1	$91K	Hold	11,767	–	–	﹤0.01%	1464
2013 Q4	$90K	Hold	11,767	–	–	﹤0.01%	1257
2013 Q3	$103K	Hold	11,767	–	–	﹤0.01%	1103
2013 Q2	$118K	Buy	+11,767	New	+$112K	﹤0.01%	900

Other funds holding CSG

BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

Creative Planning's CSG Position: Q4 2015 in Review

Creative Planning sold out of CHAMBERS STR PPTYS COM (CSG) in Q4 2015, closing a stake of 26,145 shares — an estimated $170K sold.

Creative Planning first reported a position in CSG in Q2 2013 and held it in 10 quarters. The position peaked at $170K in Q3 2015. 2 funds tracked by Wall St. Rank hold CSG as of Q4 2015.

Creative Planning reported no remaining CHAMBERS STR PPTYS COM position as of Q4 2015 after selling out during the quarter.
Creative Planning sold 26,145 CHAMBERS STR PPTYS COM shares in Q4 2015, an estimated $170K.
Creative Planning first reported a position in CHAMBERS STR PPTYS COM in Q2 2013 and held it in 10 quarters.
Creative Planning's CHAMBERS STR PPTYS COM position peaked at $170K in Q3 2015.
2 funds tracked by Wall St. Rank held CHAMBERS STR PPTYS COM as of Q4 2015.

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