Creative Planning’s QTS REALTY TRUST, INC. QTS Stock Holding History

Creative Planning’s Portfolio QTS Stock Details QTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,058	Closed	-$55K	–	4100
2017 Q2	$55K	Buy	1,058 +1,010	+2,104%	+$52.3K	﹤0.01%	2455
2017 Q1	$2K	Hold	48	–	–	﹤0.01%	4355
2016 Q4	$2K	Hold	48	–	–	﹤0.01%	4340
2016 Q3	$3K	Hold	48	–	–	﹤0.01%	4158
2016 Q2	$3K	Buy	+48	New	+$2.47K	﹤0.01%	3934
2016 Q1	–	Sell	-46	Closed	-$2K	–	4619
2015 Q4	$2K	Hold	46	–	–	﹤0.01%	4094
2015 Q3	$2K	Buy	+46	New	+$1.88K	﹤0.01%	4002
2015 Q2	–	Sell	-46	Closed	-$2K	–	3368
2015 Q1	$2K	Hold	46	–	–	﹤0.01%	3940
2014 Q4	$2K	Hold	46	–	–	﹤0.01%	3877
2014 Q3	$1K	Buy	+46	New	+$1.36K	﹤0.01%	3897

Other funds holding QTS

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Creative Planning's QTS Position: Q3 2017 in Review

Creative Planning sold out of QTS REALTY TRUST, INC. (QTS) in Q3 2017, closing a stake of 1,058 shares — an estimated $55K sold.

Creative Planning first reported a position in QTS in Q3 2014 and held it in 10 quarters. The position peaked at $55K in Q2 2017. 199 funds tracked by Wall St. Rank hold QTS as of Q3 2017.

Creative Planning reported no remaining QTS REALTY TRUST, INC. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,058 QTS REALTY TRUST, INC. shares in Q3 2017, an estimated $55K.
Creative Planning first reported a position in QTS REALTY TRUST, INC. in Q3 2014 and held it in 10 quarters.
Creative Planning's QTS REALTY TRUST, INC. position peaked at $55K in Q2 2017.
199 funds tracked by Wall St. Rank held QTS REALTY TRUST, INC. as of Q3 2017.

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