Creative Planning’s INLAND REAL ESTATE CORP IRC Stock Holding History

Creative Planning’s Portfolio IRC Stock Details IRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-600	Closed	-$6K	–	4828
2015 Q4	$6K	Hold	600	–	–	﹤0.01%	3633
2015 Q3	$5K	Buy	+600	New	+$5.47K	﹤0.01%	3683
2015 Q1	–	Sell	-666	Closed	-$7K	–	4673
2014 Q4	$7K	Sell	666 -267	-29%	-$2.83K	﹤0.01%	3373
2014 Q3	$9K	Buy	933 +12	+1%	+$125	﹤0.01%	3044
2014 Q2	$10K	Sell	921 -1,018	-53%	-$10.7K	﹤0.01%	2902
2014 Q1	$20K	Buy	1,939 +909	+88%	+$9.51K	﹤0.01%	2393
2013 Q4	$11K	Hold	1,030	–	–	﹤0.01%	2546
2013 Q3	$11K	Hold	1,030	–	–	﹤0.01%	2444
2013 Q2	$11K	Buy	+1,030	New	+$11K	﹤0.01%	2263

Other funds holding IRC

DLG

Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

LIM

Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Creative Planning's IRC Position: Q1 2016 in Review

Creative Planning sold out of INLAND REAL ESTATE CORP (IRC) in Q1 2016, closing a stake of 600 shares — an estimated $6K sold.

Creative Planning first reported a position in IRC in Q2 2013 and held it in 9 quarters. The position peaked at $20K in Q1 2014. 28 funds tracked by Wall St. Rank hold IRC as of Q1 2016.

Creative Planning reported no remaining INLAND REAL ESTATE CORP position as of Q1 2016 after selling out during the quarter.
Creative Planning sold 600 INLAND REAL ESTATE CORP shares in Q1 2016, an estimated $6K.
Creative Planning first reported a position in INLAND REAL ESTATE CORP in Q2 2013 and held it in 9 quarters.
Creative Planning's INLAND REAL ESTATE CORP position peaked at $20K in Q1 2014.
28 funds tracked by Wall St. Rank held INLAND REAL ESTATE CORP as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.