Creative Planning
OGCP

Creative Planning’s Empire State Realty Series 60 OGCP Stock Holding History

Creative Planning’s Portfolio OGCP Stock Details OGCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-600
Closed -$12K – 4839
2016
Q4 		$12K Hold
600
– – ﹤0.01% 3429
2016
Q3 		$13K Hold
600
– – ﹤0.01% 3332
2016
Q2 		$11K Buy
+600
New +$11.1K ﹤0.01% 3191

Other funds holding OGCP

CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
RWA
Ropes Wealth Advisors Boston, Massachusetts $515M AUM 21.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Creative Planning's OGCP Position: Q1 2017 in Review

Creative Planning sold out of Empire State Realty Series 60 (OGCP) in Q1 2017, closing a stake of 600 shares — an estimated $12K sold.

Creative Planning first reported a position in OGCP in Q2 2016 and held it in 3 quarters. The position peaked at $13K in Q3 2016. 16 funds tracked by Wall St. Rank hold OGCP as of Q1 2017.

  • Creative Planning reported no remaining Empire State Realty Series 60 position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 600 Empire State Realty Series 60 shares in Q1 2017, an estimated $12K.
  • Creative Planning first reported a position in Empire State Realty Series 60 in Q2 2016 and held it in 3 quarters.
  • Creative Planning's Empire State Realty Series 60 position peaked at $13K in Q3 2016.
  • 16 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.