Creative Planning’s PS Business Parks, Inc. PSB Stock Holding History

Creative Planning’s Portfolio PSB Stock Details PSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,261	Closed	-$208K	–	2149
2019 Q4	$208K	Buy	1,261 +9	+0.7%	+$1.58K	﹤0.01%	1616
2019 Q3	$228K	Hold	1,252	–	–	﹤0.01%	1523
2019 Q2	$211K	Sell	1,252 -1,248	-50%	-$200K	﹤0.01%	1589
2019 Q1	$392K	Sell	2,500 -146	-6%	-$21.3K	﹤0.01%	1179
2018 Q4	$347K	Hold	2,646	–	–	﹤0.01%	1154
2018 Q3	$336K	Buy	+2,646	New	+$341K	﹤0.01%	1330
2017 Q3	–	Sell	-146	Closed	-$19K	–	4028
2017 Q2	$19K	Hold	146	–	–	﹤0.01%	3231
2017 Q1	$17K	Hold	146	–	–	﹤0.01%	3246
2016 Q4	$17K	Hold	146	–	–	﹤0.01%	3194
2016 Q3	$17K	Sell	146 -141	-49%	-$15.6K	﹤0.01%	3187
2016 Q2	$30K	Hold	287	–	–	﹤0.01%	2506
2016 Q1	$29K	Buy	287 +141	+97%	+$12.9K	﹤0.01%	2494
2015 Q4	$13K	Hold	146	–	–	﹤0.01%	3149
2015 Q3	$12K	Buy	+146	New	+$11K	﹤0.01%	3103
2015 Q2	–	Sell	-146	Closed	-$12K	–	3318
2015 Q1	$12K	Hold	146	–	–	﹤0.01%	3102
2014 Q4	$12K	Hold	146	–	–	﹤0.01%	3033
2014 Q3	$11K	Hold	146	–	–	﹤0.01%	2908
2014 Q2	$12K	Hold	146	–	–	﹤0.01%	2794
2014 Q1	$12K	Hold	146	–	–	﹤0.01%	2684
2013 Q4	$11K	Hold	146	–	–	﹤0.01%	2535
2013 Q3	$11K	Hold	146	–	–	﹤0.01%	2424
2013 Q2	$11K	Buy	+146	New	+$11.4K	﹤0.01%	2243

Other funds holding PSB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's PSB Position: Q1 2020 in Review

Creative Planning sold out of PS Business Parks, Inc. (PSB) in Q1 2020, closing a stake of 1,261 shares — an estimated $208K sold.

Creative Planning first reported a position in PSB in Q2 2013 and held it in 22 quarters. The position peaked at $392K in Q1 2019. 214 funds tracked by Wall St. Rank hold PSB as of Q1 2020.

Creative Planning reported no remaining PS Business Parks, Inc. position as of Q1 2020 after selling out during the quarter.
Creative Planning sold 1,261 PS Business Parks, Inc. shares in Q1 2020, an estimated $208K.
Creative Planning first reported a position in PS Business Parks, Inc. in Q2 2013 and held it in 22 quarters.
Creative Planning's PS Business Parks, Inc. position peaked at $392K in Q1 2019.
214 funds tracked by Wall St. Rank held PS Business Parks, Inc. as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.