Creative Planning’s Post Properties PPS Stock Holding History

Creative Planning’s Portfolio PPS Stock Details PPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-278	Closed	-$18K	–	5058
2016 Q3	$18K	Buy	278 +43	+18%	+$2.78K	﹤0.01%	3147
2016 Q2	$14K	Sell	235 -423	-64%	-$25K	﹤0.01%	3052
2016 Q1	$39K	Hold	658	–	–	﹤0.01%	2276
2015 Q4	$39K	Buy	658 +235	+56%	+$13.9K	﹤0.01%	2332
2015 Q3	$25K	Buy	+423	New	+$24.2K	﹤0.01%	2570
2015 Q2	–	Sell	-828	Closed	-$47K	–	3803
2015 Q1	$47K	Buy	828 +405	+96%	+$23.8K	﹤0.01%	2077
2014 Q4	$25K	Hold	423	–	–	﹤0.01%	2513
2014 Q3	$22K	Hold	423	–	–	﹤0.01%	2498
2014 Q2	$23K	Sell	423 -231	-35%	-$11.8K	﹤0.01%	2416
2014 Q1	$32K	Buy	+654	New	+$31.2K	﹤0.01%	2107

Other funds holding PPS

YWP

YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return

Creative Planning's PPS Position: Q4 2016 in Review

Creative Planning sold out of Post Properties (PPS) in Q4 2016, closing a stake of 278 shares — an estimated $18K sold.

Creative Planning first reported a position in PPS in Q1 2014 and held it in 10 quarters. The position peaked at $47K in Q1 2015. 1 fund tracked by Wall St. Rank holds PPS as of Q4 2016.

Creative Planning reported no remaining Post Properties position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 278 Post Properties shares in Q4 2016, an estimated $18K.
Creative Planning first reported a position in Post Properties in Q1 2014 and held it in 10 quarters.
Creative Planning's Post Properties position peaked at $47K in Q1 2015.
1 fund tracked by Wall St. Rank held Post Properties as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.