Creative Planning
FCH.PRA

Creative Planning’s Felcor Lodging Tr Ser A Cum Cv FCH.PRA Stock Holding History

Creative Planning’s Portfolio FCH.PRA Stock Details FCH.PRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,500
Closed -$61K – 5116
2017
Q1 		$61K Hold
2,500
– – ﹤0.01% 2334
2016
Q4 		$62K Sell
2,500
-3,900
-61% -$94.9K ﹤0.01% 2221
2016
Q3 		$160K Buy
+6,400
New +$161K ﹤0.01% 1541

Other funds holding FCH.PRA

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.27B AUM 25.83% 1-Year Est. Return

Creative Planning's FCH.PRA Position: Q2 2017 in Review

Creative Planning sold out of Felcor Lodging Tr Ser A Cum Cv (FCH.PRA) in Q2 2017, closing a stake of 2,500 shares — an estimated $61K sold.

Creative Planning first reported a position in FCH.PRA in Q3 2016 and held it in 3 quarters. The position peaked at $160K in Q3 2016. 33 funds tracked by Wall St. Rank hold FCH.PRA as of Q2 2017.

  • Creative Planning reported no remaining Felcor Lodging Tr Ser A Cum Cv position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 2,500 Felcor Lodging Tr Ser A Cum Cv shares in Q2 2017, an estimated $61K.
  • Creative Planning first reported a position in Felcor Lodging Tr Ser A Cum Cv in Q3 2016 and held it in 3 quarters.
  • Creative Planning's Felcor Lodging Tr Ser A Cum Cv position peaked at $160K in Q3 2016.
  • 33 funds tracked by Wall St. Rank held Felcor Lodging Tr Ser A Cum Cv as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.