Creative Planning
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Creative Planning’s Transcontinental Realty Investors TCI Stock Holding History

Creative Planning’s Portfolio TCI Stock Details TCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-20
Closed -$1K – 3516
2017
Q2 		$1K Buy
+20
New +$438 ﹤0.01% 4496

Other funds holding TCI

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Creative Planning's TCI Position: Q3 2017 in Review

Creative Planning sold out of Transcontinental Realty Investors (TCI) in Q3 2017, closing a stake of 20 shares — an estimated $1K sold.

Creative Planning first reported a position in TCI in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 24 funds tracked by Wall St. Rank hold TCI as of Q3 2017.

  • Creative Planning reported no remaining Transcontinental Realty Investors position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 20 Transcontinental Realty Investors shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in Transcontinental Realty Investors in Q2 2017 and held it in 1 quarter.
  • Creative Planning's Transcontinental Realty Investors position peaked at $1K in Q2 2017.
  • 24 funds tracked by Wall St. Rank held Transcontinental Realty Investors as of Q3 2017.

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