Creative Planning
SAFE

Creative Planning’s Safehold Inc. SAFE Stock Holding History

Creative Planning’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-25,565
Closed -$1.62M – 2201
2020
Q1 		$1.62M Buy
25,565
+640
+3% +$32.3K 0.01% 491
2019
Q4 		$1M Buy
+24,925
New +$914K ﹤0.01% 787

Other funds holding SAFE

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
Addison Capital Conshohocken, Pennsylvania $562M AUM 18.57% 1-Year Est. Return

Creative Planning's SAFE Position: Q2 2020 in Review

Creative Planning sold out of Safehold Inc. (SAFE) in Q2 2020, closing a stake of 25,565 shares — an estimated $1.62M sold.

Creative Planning first reported a position in SAFE in Q4 2019 and held it in 2 quarters. The position peaked at $1.62M in Q1 2020. 139 funds tracked by Wall St. Rank hold SAFE as of Q2 2020.

  • Creative Planning reported no remaining Safehold Inc. position as of Q2 2020 after selling out during the quarter.
  • Creative Planning sold 25,565 Safehold Inc. shares in Q2 2020, an estimated $1.62M.
  • Creative Planning first reported a position in Safehold Inc. in Q4 2019 and held it in 2 quarters.
  • Creative Planning's Safehold Inc. position peaked at $1.62M in Q1 2020.
  • 139 funds tracked by Wall St. Rank held Safehold Inc. as of Q2 2020.

Based on Creative Planning's 13F filing for Q2 2020, filed 23 Jul 2020.