Creative Planning’s First Potomac Realty Trust FPO Stock Holding History

Creative Planning’s Portfolio FPO Stock Details FPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-102	Closed	-$1K	–	4882
2015 Q3	$1K	Buy	+102	New	+$1.12K	﹤0.01%	4270
2015 Q2	–	Sell	-185	Closed	-$2K	–	4225
2015 Q1	$2K	Buy	+185	New	+$2.27K	﹤0.01%	3985

Other funds holding FPO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Creative Planning's FPO Position: Q4 2015 in Review

Creative Planning sold out of First Potomac Realty Trust (FPO) in Q4 2015, closing a stake of 102 shares — an estimated $1K sold.

Creative Planning first reported a position in FPO in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q1 2015. 130 funds tracked by Wall St. Rank hold FPO as of Q4 2015.

Creative Planning reported no remaining First Potomac Realty Trust position as of Q4 2015 after selling out during the quarter.
Creative Planning sold 102 First Potomac Realty Trust shares in Q4 2015, an estimated $1K.
Creative Planning first reported a position in First Potomac Realty Trust in Q1 2015 and held it in 2 quarters.
Creative Planning's First Potomac Realty Trust position peaked at $2K in Q1 2015.
130 funds tracked by Wall St. Rank held First Potomac Realty Trust as of Q4 2015.

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