Creative Planning’s Invesco Wilshire US REIT ETF WREI Stock Holding History

Creative Planning’s Portfolio WREI Stock Details WREI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-598	Closed	-$21K	–	3830
2013 Q4	$21K	Hold	598	–	–	﹤0.01%	2166
2013 Q3	$22K	Hold	598	–	–	﹤0.01%	2048
2013 Q2	$23K	Buy	+598	New	+$23.9K	﹤0.01%	1854

Other funds holding WREI

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's WREI Position: Q1 2014 in Review

Creative Planning sold out of Invesco Wilshire US REIT ETF (WREI) in Q1 2014, closing a stake of 598 shares — an estimated $21K sold.

Creative Planning first reported a position in WREI in Q2 2013 and held it in 3 quarters. The position peaked at $23K in Q2 2013. 8 funds tracked by Wall St. Rank hold WREI as of Q1 2014.

Creative Planning reported no remaining Invesco Wilshire US REIT ETF position as of Q1 2014 after selling out during the quarter.
Creative Planning sold 598 Invesco Wilshire US REIT ETF shares in Q1 2014, an estimated $21K.
Creative Planning first reported a position in Invesco Wilshire US REIT ETF in Q2 2013 and held it in 3 quarters.
Creative Planning's Invesco Wilshire US REIT ETF position peaked at $23K in Q2 2013.
8 funds tracked by Wall St. Rank held Invesco Wilshire US REIT ETF as of Q1 2014.

Based on Creative Planning's 13F filing for Q1 2014, filed 11 Apr 2014.