Creative Planning’s Invesco Active US Real Estate Fund PSR Stock Holding History

Creative Planning’s Portfolio PSR Stock Details PSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-5	Closed	–	–	3257
2017 Q2	$0	Hold	5	–	–	﹤0.01%	4780
2017 Q1	$0	Hold	5	–	–	﹤0.01%	4857
2016 Q4	$0	Hold	5	–	–	﹤0.01%	4783
2016 Q3	$0	Hold	5	–	–	﹤0.01%	4700
2016 Q2	$0	Hold	5	–	–	﹤0.01%	4474
2016 Q1	$0	Hold	5	–	–	﹤0.01%	4475
2015 Q4	$0	Hold	5	–	–	﹤0.01%	4536
2015 Q3	$0	Buy	+5	New	+$349	﹤0.01%	4345

Other funds holding PSR

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Creative Planning's PSR Position: Q3 2017 in Review

Creative Planning sold out of Invesco Active US Real Estate Fund (PSR) in Q3 2017, closing a stake of 5 shares.

Creative Planning first reported a position in PSR in Q3 2015 and held it in 8 quarters. The position peaked at $0 in Q2 2017. 16 funds tracked by Wall St. Rank hold PSR as of Q3 2017.

Creative Planning reported no remaining Invesco Active US Real Estate Fund position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 5 Invesco Active US Real Estate Fund shares in Q3 2017.
Creative Planning first reported a position in Invesco Active US Real Estate Fund in Q3 2015 and held it in 8 quarters.
Creative Planning's Invesco Active US Real Estate Fund position peaked at $0 in Q2 2017.
16 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2017.

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