Creative Planning
TIER

Creative Planning’s TIER REIT, Inc. TIER Stock Holding History

Creative Planning’s Portfolio TIER Stock Details TIER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-9,263
Closed -$171K – 4303
2017
Q2 		$171K Buy
9,263
+11
+0.1% +$189 ﹤0.01% 1615
2017
Q1 		$161K Sell
9,252
-5,492
-37% -$98.1K ﹤0.01% 1630
2016
Q4 		$256K Buy
14,744
+14
+0.1% +$218 ﹤0.01% 1275
2016
Q3 		$227K Buy
14,730
+1,845
+14% +$30.2K ﹤0.01% 1333
2016
Q2 		$198K Hold
12,885
– – ﹤0.01% 1260
2016
Q1 		$173K Sell
12,885
-435
-3% -$6.13K ﹤0.01% 1288
2015
Q4 		$196K Buy
13,320
+9,287
+230% +$141K ﹤0.01% 1211
2015
Q3 		$59K Buy
+4,033
New +$64.5K ﹤0.01% 1931

Other funds holding TIER

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's TIER Position: Q3 2017 in Review

Creative Planning sold out of TIER REIT, Inc. (TIER) in Q3 2017, closing a stake of 9,263 shares — an estimated $171K sold.

Creative Planning first reported a position in TIER in Q3 2015 and held it in 8 quarters. The position peaked at $256K in Q4 2016. 155 funds tracked by Wall St. Rank hold TIER as of Q3 2017.

  • Creative Planning reported no remaining TIER REIT, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 9,263 TIER REIT, Inc. shares in Q3 2017, an estimated $171K.
  • Creative Planning first reported a position in TIER REIT, Inc. in Q3 2015 and held it in 8 quarters.
  • Creative Planning's TIER REIT, Inc. position peaked at $256K in Q4 2016.
  • 155 funds tracked by Wall St. Rank held TIER REIT, Inc. as of Q3 2017.

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