Creative Planning
FPH icon

Creative Planning’s Five Point Holdings FPH Stock Holding History

Creative Planning’s Portfolio FPH Stock Details FPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,300
Closed -$19K – 2533
2017
Q2 		$19K Buy
+1,300
New +$19.8K ﹤0.01% 3215

Other funds holding FPH

ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $805M AUM 17.91% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
KCM
Kingstown Capital Management New York $30.4M AUM 3.71% 1-Year Est. Return

Creative Planning's FPH Position: Q3 2017 in Review

Creative Planning sold out of Five Point Holdings (FPH) in Q3 2017, closing a stake of 1,300 shares — an estimated $19K sold.

Creative Planning first reported a position in FPH in Q2 2017 and held it in 1 quarter. The position peaked at $19K in Q2 2017. 47 funds tracked by Wall St. Rank hold FPH as of Q3 2017.

  • Creative Planning reported no remaining Five Point Holdings position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,300 Five Point Holdings shares in Q3 2017, an estimated $19K.
  • Creative Planning first reported a position in Five Point Holdings in Q2 2017 and held it in 1 quarter.
  • Creative Planning's Five Point Holdings position peaked at $19K in Q2 2017.
  • 47 funds tracked by Wall St. Rank held Five Point Holdings as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.