Creative Planning
GQRE icon

Creative Planning’s FlexShares Global Quality Real Estate Index Fund GQRE Stock Holding History

Creative Planning’s Portfolio GQRE Stock Details GQRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-200
Closed -$12K – 2637
2017
Q2 		$12K Buy
+200
New +$11.9K ﹤0.01% 3512
2016
Q4 		– Sell
-100
Closed -$6K – 4697
2016
Q3 		$6K Buy
+100
New +$6.13K ﹤0.01% 3803
2016
Q2 		– Sell
-29
Closed -$2K – 4413
2016
Q1 		$2K Buy
+29
New +$1.6K ﹤0.01% 3946

Other funds holding GQRE

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.19B AUM 17.29% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Creative Planning's GQRE Position: Q3 2017 in Review

Creative Planning sold out of FlexShares Global Quality Real Estate Index Fund (GQRE) in Q3 2017, closing a stake of 200 shares — an estimated $12K sold.

Creative Planning first reported a position in GQRE in Q1 2016 and held it in 3 quarters. The position peaked at $12K in Q2 2017. 27 funds tracked by Wall St. Rank hold GQRE as of Q3 2017.

  • Creative Planning reported no remaining FlexShares Global Quality Real Estate Index Fund position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 200 FlexShares Global Quality Real Estate Index Fund shares in Q3 2017, an estimated $12K.
  • Creative Planning first reported a position in FlexShares Global Quality Real Estate Index Fund in Q1 2016 and held it in 3 quarters.
  • Creative Planning's FlexShares Global Quality Real Estate Index Fund position peaked at $12K in Q2 2017.
  • 27 funds tracked by Wall St. Rank held FlexShares Global Quality Real Estate Index Fund as of Q3 2017.

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