Creative Planning
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Creative Planning’s Stratus Properties STRS Stock Holding History

Creative Planning’s Portfolio STRS Stock Details STRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,000
Closed -$27K – 4824
2017
Q1 		$27K Buy
+1,000
New +$30K ﹤0.01% 2924
2015
Q2 		– Sell
-40
Closed -$1K – 2777
2015
Q1 		$1K Hold
40
– – ﹤0.01% 4069
2014
Q4 		$1K Hold
40
– – ﹤0.01% 4007
2014
Q3 		$1K Hold
40
– – ﹤0.01% 3865
2014
Q2 		$1K Buy
+40
New +$659 ﹤0.01% 3664

Other funds holding STRS

ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 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
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OC
Oakmont Corp Los Angeles, California $526M AUM 7.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's STRS Position: Q2 2017 in Review

Creative Planning sold out of Stratus Properties (STRS) in Q2 2017, closing a stake of 1,000 shares — an estimated $27K sold.

Creative Planning first reported a position in STRS in Q2 2014 and held it in 5 quarters. The position peaked at $27K in Q1 2017. 41 funds tracked by Wall St. Rank hold STRS as of Q2 2017.

  • Creative Planning reported no remaining Stratus Properties position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 1,000 Stratus Properties shares in Q2 2017, an estimated $27K.
  • Creative Planning first reported a position in Stratus Properties in Q2 2014 and held it in 5 quarters.
  • Creative Planning's Stratus Properties position peaked at $27K in Q1 2017.
  • 41 funds tracked by Wall St. Rank held Stratus Properties as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.