Creative Planning
LHO

Creative Planning’s LaSalle Hotel Properties LHO Stock Holding History

Creative Planning’s Portfolio LHO Stock Details LHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-745
Closed -$22K – 4370
2017
Q2 		$22K Sell
745
-127
-15% -$3.73K ﹤0.01% 3139
2017
Q1 		$25K Sell
872
-1,273
-59% -$37.8K ﹤0.01% 2988
2016
Q4 		$65K Sell
2,145
-10
-0.5% -$269 ﹤0.01% 2187
2016
Q3 		$51K Buy
+2,155
New +$56.7K ﹤0.01% 2345
2015
Q1 		– Sell
-1,107
Closed -$45K – 4506
2014
Q4 		$45K Buy
+1,107
New +$42.5K ﹤0.01% 2084
2013
Q3 		– Sell
-120
Closed -$3K – 3425
2013
Q2 		$3K Buy
+120
New +$3.1K ﹤0.01% 2759

Other funds holding LHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's LHO Position: Q3 2017 in Review

Creative Planning sold out of LaSalle Hotel Properties (LHO) in Q3 2017, closing a stake of 745 shares — an estimated $22K sold.

Creative Planning first reported a position in LHO in Q2 2013 and held it in 6 quarters. The position peaked at $65K in Q4 2016. 232 funds tracked by Wall St. Rank hold LHO as of Q3 2017.

  • Creative Planning reported no remaining LaSalle Hotel Properties position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 745 LaSalle Hotel Properties shares in Q3 2017, an estimated $22K.
  • Creative Planning first reported a position in LaSalle Hotel Properties in Q2 2013 and held it in 6 quarters.
  • Creative Planning's LaSalle Hotel Properties position peaked at $65K in Q4 2016.
  • 232 funds tracked by Wall St. Rank held LaSalle Hotel Properties as of Q3 2017.

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