Creative Planning’s Optibase Ltd OBAS Stock Holding History

Creative Planning’s Portfolio OBAS Stock Details OBAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,000	Closed	-$8K	–	4602
2017 Q2	$8K	Hold	1,000	–	–	﹤0.01%	3796
2017 Q1	$8K	Hold	1,000	–	–	﹤0.01%	3768
2016 Q4	$8K	Hold	1,000	–	–	﹤0.01%	3732
2016 Q3	$9K	Hold	1,000	–	–	﹤0.01%	3615
2016 Q2	$7K	Hold	1,000	–	–	﹤0.01%	3501
2016 Q1	$7K	Hold	1,000	–	–	﹤0.01%	3457
2015 Q4	$7K	Hold	1,000	–	–	﹤0.01%	3554
2015 Q3	$7K	Buy	+1,000	New	+$7.81K	﹤0.01%	3479

Other funds holding OBAS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's OBAS Position: Q3 2017 in Review

Creative Planning sold out of Optibase Ltd (OBAS) in Q3 2017, closing a stake of 1,000 shares — an estimated $8K sold.

Creative Planning first reported a position in OBAS in Q3 2015 and held it in 8 quarters. The position peaked at $9K in Q3 2016. 2 funds tracked by Wall St. Rank hold OBAS as of Q3 2017.

Creative Planning reported no remaining Optibase Ltd position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,000 Optibase Ltd shares in Q3 2017, an estimated $8K.
Creative Planning first reported a position in Optibase Ltd in Q3 2015 and held it in 8 quarters.
Creative Planning's Optibase Ltd position peaked at $9K in Q3 2016.
2 funds tracked by Wall St. Rank held Optibase Ltd as of Q3 2017.

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