Creative Planning’s Starwood Waypoint Homes SFR Stock Holding History

Creative Planning’s Portfolio SFR Stock Details SFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-140	Closed	-$5K	–	4549
2017 Q2	$5K	Sell	140 -10	-7%	-$345	﹤0.01%	4044
2017 Q1	$5K	Buy	150 +10	+7%	+$318	﹤0.01%	4009
2016 Q4	$4K	Hold	140	–	–	﹤0.01%	4111
2016 Q3	$4K	Sell	140 -930	-87%	-$29.1K	﹤0.01%	4040
2016 Q2	$33K	Buy	1,070 +659	+160%	+$17.5K	﹤0.01%	2433
2016 Q1	$10K	Buy	+411	New	+$9.2K	﹤0.01%	3265
2015 Q4	–	Sell	-411	Closed	-$10K	–	4735
2015 Q3	$10K	Buy	+411	New	+$10.1K	﹤0.01%	3236
2015 Q2	–	Sell	-380	Closed	-$10K	–	3729
2015 Q1	$10K	Sell	380 -613	-62%	-$15.5K	﹤0.01%	3225
2014 Q4	$26K	Buy	993 +232	+30%	+$5.99K	﹤0.01%	2482
2014 Q3	$20K	Buy	761 +8	+1%	+$213	﹤0.01%	2557
2014 Q2	$20K	Hold	753	–	–	﹤0.01%	2501
2014 Q1	$22K	Buy	+753	New	+$21.2K	﹤0.01%	2316

Other funds holding SFR

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Creative Planning's SFR Position: Q3 2017 in Review

Creative Planning sold out of Starwood Waypoint Homes (SFR) in Q3 2017, closing a stake of 140 shares — an estimated $5K sold.

Creative Planning first reported a position in SFR in Q1 2014 and held it in 12 quarters. The position peaked at $33K in Q2 2016. 218 funds tracked by Wall St. Rank hold SFR as of Q3 2017.

Creative Planning reported no remaining Starwood Waypoint Homes position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 140 Starwood Waypoint Homes shares in Q3 2017, an estimated $5K.
Creative Planning first reported a position in Starwood Waypoint Homes in Q1 2014 and held it in 12 quarters.
Creative Planning's Starwood Waypoint Homes position peaked at $33K in Q2 2016.
218 funds tracked by Wall St. Rank held Starwood Waypoint Homes as of Q3 2017.

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