Creative Planning’s Urstadt Biddle Properties Inc. UBP Stock Holding History

Creative Planning’s Portfolio UBP Stock Details UBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,903	Closed	-$50K	–	3934
2017 Q2	$50K	Hold	2,903	–	–	﹤0.01%	2517
2017 Q1	$50K	Hold	2,903	–	–	﹤0.01%	2481
2016 Q4	$55K	Hold	2,903	–	–	﹤0.01%	2321
2016 Q3	$53K	Hold	2,903	–	–	﹤0.01%	2318
2016 Q2	$64K	Hold	2,903	–	–	﹤0.01%	1971
2016 Q1	$52K	Hold	2,903	–	–	﹤0.01%	2083
2015 Q4	$52K	Sell	2,903 -3,497	-55%	-$62.2K	﹤0.01%	2096
2015 Q3	$114K	Buy	+6,400	New	+$111K	﹤0.01%	1517
2015 Q2	–	Sell	-6,400	Closed	-$121K	–	3235
2015 Q1	$121K	Hold	6,400	–	–	﹤0.01%	1475
2014 Q4	$120K	Hold	6,400	–	–	﹤0.01%	1451
2014 Q3	$110K	Hold	6,400	–	–	﹤0.01%	1413
2014 Q2	$114K	Buy	6,400 +300	+5%	+$5.32K	﹤0.01%	1359
2014 Q1	$108K	Sell	6,100 -100	-2%	-$1.65K	﹤0.01%	1363
2013 Q4	$98K	Buy	6,200 +2,200	+55%	+$35.9K	﹤0.01%	1207
2013 Q3	$69K	Hold	4,000	–	–	﹤0.01%	1337
2013 Q2	$73K	Buy	+4,000	New	+$76K	﹤0.01%	1163

Other funds holding UBP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PHAM

Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

SAM

Solaris Asset Management New York $12.8M AUM 28.06% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

DWA

Douglass Winthrop Advisors New York $5.8B AUM 11.8% 1-Year Est. Return

Creative Planning's UBP Position: Q3 2017 in Review

Creative Planning sold out of Urstadt Biddle Properties Inc. (UBP) in Q3 2017, closing a stake of 2,903 shares — an estimated $50K sold.

Creative Planning first reported a position in UBP in Q2 2013 and held it in 16 quarters. The position peaked at $121K in Q1 2015. 27 funds tracked by Wall St. Rank hold UBP as of Q3 2017.

Creative Planning reported no remaining Urstadt Biddle Properties Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 2,903 Urstadt Biddle Properties Inc. shares in Q3 2017, an estimated $50K.
Creative Planning first reported a position in Urstadt Biddle Properties Inc. in Q2 2013 and held it in 16 quarters.
Creative Planning's Urstadt Biddle Properties Inc. position peaked at $121K in Q1 2015.
27 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. as of Q3 2017.

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