Creative Planning
TCO

Creative Planning’s Taubman Centers Inc. TCO Stock Holding History

Creative Planning’s Portfolio TCO Stock Details TCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,653
Closed -$219K – 2168
2018
Q3 		$219K Buy
3,653
+1
+0% +$62 ﹤0.01% 1620
2018
Q2 		$215K Sell
3,652
-42
-1% -$2.36K ﹤0.01% 1601
2018
Q1 		$210K Buy
3,694
+31
+0.8% +$1.86K ﹤0.01% 1579
2017
Q4 		$240K Buy
+3,663
New +$201K ﹤0.01% 1487
2017
Q3 		– Sell
-2,790
Closed -$166K – 4151
2017
Q2 		$166K Buy
2,790
+206
+8% +$12.7K ﹤0.01% 1634
2017
Q1 		$171K Buy
2,584
+3
+0.1% +$208 ﹤0.01% 1588
2016
Q4 		$191K Sell
2,581
-37
-1% -$2.69K ﹤0.01% 1436
2016
Q3 		$195K Sell
2,618
-563
-18% -$43.5K ﹤0.01% 1409
2016
Q2 		$236K Buy
3,181
+2,078
+188% +$146K ﹤0.01% 1178
2016
Q1 		$79K Sell
1,103
-200
-15% -$14.2K ﹤0.01% 1779
2015
Q4 		$100K Hold
1,303
– – ﹤0.01% 1628
2015
Q3 		$90K Buy
+1,303
New +$92.4K ﹤0.01% 1651
2015
Q2 		– Sell
-303
Closed -$23K – 3417
2015
Q1 		$23K Sell
303
-1,000
-77% -$78.8K ﹤0.01% 2622
2014
Q4 		$100K Buy
1,303
+1,079
+482% +$82.4K ﹤0.01% 1555
2014
Q3 		$16K Hold
224
– – ﹤0.01% 2684
2014
Q2 		$17K Buy
224
+2
+0.9% +$147 ﹤0.01% 2595
2014
Q1 		$16K Hold
222
– – ﹤0.01% 2526
2013
Q4 		$14K Hold
222
– – ﹤0.01% 2395
2013
Q3 		$15K Hold
222
– – ﹤0.01% 2262
2013
Q2 		$17K Buy
+222
New +$18.1K ﹤0.01% 2031

Other funds holding TCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's TCO Position: Q4 2018 in Review

Creative Planning sold out of Taubman Centers Inc. (TCO) in Q4 2018, closing a stake of 3,653 shares — an estimated $219K sold.

Creative Planning first reported a position in TCO in Q2 2013 and held it in 20 quarters. The position peaked at $240K in Q4 2017. 239 funds tracked by Wall St. Rank hold TCO as of Q4 2018.

  • Creative Planning reported no remaining Taubman Centers Inc. position as of Q4 2018 after selling out during the quarter.
  • Creative Planning sold 3,653 Taubman Centers Inc. shares in Q4 2018, an estimated $219K.
  • Creative Planning first reported a position in Taubman Centers Inc. in Q2 2013 and held it in 20 quarters.
  • Creative Planning's Taubman Centers Inc. position peaked at $240K in Q4 2017.
  • 239 funds tracked by Wall St. Rank held Taubman Centers Inc. as of Q4 2018.

Based on Creative Planning's 13F filing for Q4 2018, filed 1 Feb 2019.