Creative Planning’s New York REIT, Inc. NYRT Stock Holding History

Creative Planning’s Portfolio NYRT Stock Details NYRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-1,675	Closed	-$131K	–	2048
2017 Q3	$131K	Buy	1,675 +1,418	+552%	+$118K	﹤0.01%	1682
2017 Q2	$22K	Sell	257 -10	-4%	-$908	﹤0.01%	3140
2017 Q1	$26K	Sell	267 -91	-25%	-$8.94K	﹤0.01%	2962
2016 Q4	$36K	Buy	358 +127	+55%	+$12.2K	﹤0.01%	2663
2016 Q3	$21K	Sell	231 -6,000	-96%	-$573K	﹤0.01%	3049
2016 Q2	$576K	Buy	6,231 +231	+4%	+$22.3K	﹤0.01%	717
2016 Q1	$606K	Hold	6,000	–	–	﹤0.01%	680
2015 Q4	$690K	Buy	+6,000	New	+$680K	0.01%	623
2015 Q1	–	Sell	-100	Closed	-$11K	–	4507
2014 Q4	$11K	Hold	100	–	–	﹤0.01%	3087
2014 Q3	$10K	Hold	100	–	–	﹤0.01%	2964
2014 Q2	$11K	Buy	+100	New	+$11K	﹤0.01%	2839

Other funds holding NYRT

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

LPC

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

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

ICM

Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

NRC

North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

REMS

Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return

Creative Planning's NYRT Position: Q4 2017 in Review

Creative Planning sold out of New York REIT, Inc. (NYRT) in Q4 2017, closing a stake of 1,675 shares — an estimated $131K sold.

Creative Planning first reported a position in NYRT in Q2 2014 and held it in 11 quarters. The position peaked at $690K in Q4 2015. 143 funds tracked by Wall St. Rank hold NYRT as of Q4 2017.

Creative Planning reported no remaining New York REIT, Inc. position as of Q4 2017 after selling out during the quarter.
Creative Planning sold 1,675 New York REIT, Inc. shares in Q4 2017, an estimated $131K.
Creative Planning first reported a position in New York REIT, Inc. in Q2 2014 and held it in 11 quarters.
Creative Planning's New York REIT, Inc. position peaked at $690K in Q4 2015.
143 funds tracked by Wall St. Rank held New York REIT, Inc. as of Q4 2017.

Based on Creative Planning's 13F filing for Q4 2017, filed 17 Jan 2018.