Creative Planning’s Felcor Lodging Trust FCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-501
| Closed | -$4K | – | 4722 |
|
|
2017
Q2 | $4K | Sell |
501
-462
| -48% | -$3.42K | ﹤0.01% | 4149 |
|
|
2017
Q1 | $7K | Buy |
963
+462
| +92% | +$3.5K | ﹤0.01% | 3841 |
|
|
2016
Q4 | $4K | Hold |
501
| – | – | ﹤0.01% | 4118 |
|
|
2016
Q3 | $3K | Hold |
501
| – | – | ﹤0.01% | 4192 |
|
|
2016
Q2 | $3K | Hold |
501
| – | – | ﹤0.01% | 3970 |
|
|
2016
Q1 | $4K | Hold |
501
| – | – | ﹤0.01% | 3766 |
|
|
2015
Q4 | $4K | Buy |
501
+1
| +0.2% | +$8 | ﹤0.01% | 3867 |
|
|
2015
Q3 | $4K | Buy |
+500
| New | +$4.44K | ﹤0.01% | 3788 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$6K | – | 4228 |
|
|
2015
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 3501 |
|
|
2014
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 3562 |
|
|
2014
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 3359 |
|
|
2014
Q2 | $5K | Buy |
500
+400
| +400% | +$3.85K | ﹤0.01% | 3281 |
|
|
2014
Q1 | $1K | Buy |
+100
| New | +$850 | ﹤0.01% | 3601 |
|
|
2013
Q3 | – | Sell |
-880
| Closed | -$5K | – | 3563 |
|
|
2013
Q2 | $5K | Buy |
+880
| New | +$5.2K | ﹤0.01% | 2596 |
|
Creative Planning's FCH Position: Q3 2017 in Review
Creative Planning sold out of Felcor Lodging Trust (FCH) in Q3 2017, closing a stake of 501 shares — an estimated $4K sold.
Creative Planning first reported a position in FCH in Q2 2013 and held it in 14 quarters. The position peaked at $7K in Q1 2017. 0 funds tracked by Wall St. Rank hold FCH as of Q3 2017.
- Creative Planning reported no remaining Felcor Lodging Trust position as of Q3 2017 after selling out during the quarter.
- Creative Planning sold 501 Felcor Lodging Trust shares in Q3 2017, an estimated $4K.
- Creative Planning first reported a position in Felcor Lodging Trust in Q2 2013 and held it in 14 quarters.
- Creative Planning's Felcor Lodging Trust position peaked at $7K in Q1 2017.
- 0 funds tracked by Wall St. Rank held Felcor Lodging Trust as of Q3 2017.
Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.