Creative Planning’s PLUM CREEK TIMBER CO (REIT) PCL Stock Holding History

Creative Planning’s Portfolio PCL Stock Details PCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-20,348	Closed	-$971K	–	4771
2015 Q4	$971K	Sell	20,348 -1,218	-6%	-$55.2K	0.01%	517
2015 Q3	$852K	Sell	21,566 -2,811	-12%	-$113K	0.01%	529
2015 Q2	$989K	Buy	24,377 +1,210	+5%	+$50.8K	0.01%	473
2015 Q1	$1.01M	Buy	23,167 +248	+1%	+$10.8K	0.01%	457
2014 Q4	$981K	Buy	22,919 +1,540	+7%	+$63.3K	0.01%	453
2014 Q3	$834K	Buy	21,379 +3,891	+22%	+$162K	0.01%	467
2014 Q2	$789K	Buy	17,488 +3,433	+24%	+$149K	0.01%	465
2014 Q1	$591K	Buy	14,055 +1,598	+13%	+$68.7K	0.01%	549
2013 Q4	$579K	Buy	12,457 +2,998	+32%	+$137K	0.01%	477
2013 Q3	$443K	Buy	9,459 +2,875	+44%	+$135K	0.01%	479
2013 Q2	$307K	Buy	+6,584	New	+$331K	0.01%	538

Other funds holding PCL

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

CCC

Chelsea Counsel Company Los Angeles, California $225M AUM 45.99% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

MAM

Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return

Creative Planning's PCL Position: Q1 2016 in Review

Creative Planning sold out of PLUM CREEK TIMBER CO (REIT) (PCL) in Q1 2016, closing a stake of 20,348 shares — an estimated $971K sold.

Creative Planning first reported a position in PCL in Q2 2013 and held it in 11 quarters. The position peaked at $1.01M in Q1 2015. 4 funds tracked by Wall St. Rank hold PCL as of Q1 2016.

Creative Planning reported no remaining PLUM CREEK TIMBER CO (REIT) position as of Q1 2016 after selling out during the quarter.
Creative Planning sold 20,348 PLUM CREEK TIMBER CO (REIT) shares in Q1 2016, an estimated $971K.
Creative Planning first reported a position in PLUM CREEK TIMBER CO (REIT) in Q2 2013 and held it in 11 quarters.
Creative Planning's PLUM CREEK TIMBER CO (REIT) position peaked at $1.01M in Q1 2015.
4 funds tracked by Wall St. Rank held PLUM CREEK TIMBER CO (REIT) as of Q1 2016.

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