Creative Planning
FUR

Creative Planning’s WINTHROP REALTY TRUST SHS BENE INT (NEW) FUR Stock Holding History

Creative Planning’s Portfolio FUR Stock Details FUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-28
Closed – – 4918
2016
Q2 		$0 Hold
28
– – ﹤0.01% 4679
2016
Q1 		$0 Hold
28
– – ﹤0.01% 4734
2015
Q4 		$0 Hold
28
– – ﹤0.01% 4759
2015
Q3 		$0 Buy
+28
New +$410 ﹤0.01% 4423
2015
Q2 		– Sell
-128
Closed -$2K – 3851
2015
Q1 		$2K Buy
128
+100
+357% +$1.61K ﹤0.01% 3968
2014
Q4 		$0 Hold
28
– – ﹤0.01% 4492
2014
Q3 		$0 Hold
28
– – ﹤0.01% 4279
2014
Q2 		$0 Sell
28
-95
-77% -$1.31K ﹤0.01% 4089
2014
Q1 		$1K Hold
123
– – ﹤0.01% 3571
2013
Q4 		$1K Hold
123
– – ﹤0.01% 3266
2013
Q3 		$1K Hold
123
– – ﹤0.01% 3158
2013
Q2 		$1K Buy
+123
New +$1.52K ﹤0.01% 3017

Other funds holding FUR

WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
BLA
Balter Liquid Alternatives Boston, Massachusetts $205M AUM 2.95% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Creative Planning's FUR Position: Q3 2016 in Review

Creative Planning sold out of WINTHROP REALTY TRUST SHS BENE INT (NEW) (FUR) in Q3 2016, closing a stake of 28 shares.

Creative Planning first reported a position in FUR in Q2 2013 and held it in 12 quarters. The position peaked at $2K in Q1 2015. 7 funds tracked by Wall St. Rank hold FUR as of Q3 2016.

  • Creative Planning reported no remaining WINTHROP REALTY TRUST SHS BENE INT (NEW) position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 28 WINTHROP REALTY TRUST SHS BENE INT (NEW) shares in Q3 2016.
  • Creative Planning first reported a position in WINTHROP REALTY TRUST SHS BENE INT (NEW) in Q2 2013 and held it in 12 quarters.
  • Creative Planning's WINTHROP REALTY TRUST SHS BENE INT (NEW) position peaked at $2K in Q1 2015.
  • 7 funds tracked by Wall St. Rank held WINTHROP REALTY TRUST SHS BENE INT (NEW) as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.