Creative Planning’s Aberdeen Emerging Markets Smaller Company Opportunities Fund ABE Stock Holding History

Creative Planning’s Portfolio ABE Stock Details ABE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,460	Closed	-$16K	–	5068
2016 Q4	$16K	Buy	+1,460	New	+$17.1K	﹤0.01%	3247
2016 Q1	–	Sell	-99	Closed	-$1K	–	4688
2015 Q4	$1K	Hold	99	–	–	﹤0.01%	4321
2015 Q3	$1K	Buy	+99	New	+$1.17K	﹤0.01%	4212
2015 Q2	–	Sell	-223	Closed	-$3K	–	3656
2015 Q1	$3K	Buy	+223	New	+$2.89K	﹤0.01%	3812
2014 Q3	–	Sell	-18	Closed	–	–	4253
2014 Q2	$0	Sell	18 -1,451	-99%	-$20.1K	﹤0.01%	4055
2014 Q1	$20K	Buy	1,469 +463	+46%	+$5.91K	﹤0.01%	2385
2013 Q4	$14K	Buy	+1,006	New	+$19.2K	﹤0.01%	2398

Other funds holding ABE

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Creative Planning's ABE Position: Q1 2017 in Review

Creative Planning sold out of Aberdeen Emerging Markets Smaller Company Opportunities Fund (ABE) in Q1 2017, closing a stake of 1,460 shares — an estimated $16K sold.

Creative Planning first reported a position in ABE in Q4 2013 and held it in 7 quarters. The position peaked at $20K in Q1 2014. 26 funds tracked by Wall St. Rank hold ABE as of Q1 2017.

Creative Planning reported no remaining Aberdeen Emerging Markets Smaller Company Opportunities Fund position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 1,460 Aberdeen Emerging Markets Smaller Company Opportunities Fund shares in Q1 2017, an estimated $16K.
Creative Planning first reported a position in Aberdeen Emerging Markets Smaller Company Opportunities Fund in Q4 2013 and held it in 7 quarters.
Creative Planning's Aberdeen Emerging Markets Smaller Company Opportunities Fund position peaked at $20K in Q1 2014.
26 funds tracked by Wall St. Rank held Aberdeen Emerging Markets Smaller Company Opportunities Fund as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.