Creative Planning’s Equity One EQY Stock Holding History

Creative Planning’s Portfolio EQY Stock Details EQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-368	Closed	-$11K	–	5120
2016 Q4	$11K	Sell	368 -82	-18%	-$2.4K	﹤0.01%	3525
2016 Q3	$14K	Buy	+450	New	+$14.2K	﹤0.01%	3305

Other funds holding EQY

FPF

FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

Creative Planning's EQY Position: Q1 2017 in Review

Creative Planning sold out of Equity One (EQY) in Q1 2017, closing a stake of 368 shares — an estimated $11K sold.

Creative Planning first reported a position in EQY in Q3 2016 and held it in 2 quarters. The position peaked at $14K in Q3 2016. 1 fund tracked by Wall St. Rank holds EQY as of Q1 2017.

Creative Planning reported no remaining Equity One position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 368 Equity One shares in Q1 2017, an estimated $11K.
Creative Planning first reported a position in Equity One in Q3 2016 and held it in 2 quarters.
Creative Planning's Equity One position peaked at $14K in Q3 2016.
1 fund tracked by Wall St. Rank held Equity One as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.