Creative Planning
ASP

Creative Planning’s AMERN STRATEGIC INCOME PORTFOL ASP Stock Holding History

Creative Planning’s Portfolio ASP Stock Details ASP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-190
Closed -$2K – 3491
2013
Q2 		$2K Buy
+190
New +$2.13K ﹤0.01% 2903

Other funds holding ASP

GBA
Garrison Bradford & Associates New York $92.2M AUM 19.08% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Creative Planning's ASP Position: Q3 2013 in Review

Creative Planning sold out of AMERN STRATEGIC INCOME PORTFOL (ASP) in Q3 2013, closing a stake of 190 shares — an estimated $2K sold.

Creative Planning first reported a position in ASP in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 24 funds tracked by Wall St. Rank hold ASP as of Q3 2013.

  • Creative Planning reported no remaining AMERN STRATEGIC INCOME PORTFOL position as of Q3 2013 after selling out during the quarter.
  • Creative Planning sold 190 AMERN STRATEGIC INCOME PORTFOL shares in Q3 2013, an estimated $2K.
  • Creative Planning first reported a position in AMERN STRATEGIC INCOME PORTFOL in Q2 2013 and held it in 1 quarter.
  • Creative Planning's AMERN STRATEGIC INCOME PORTFOL position peaked at $2K in Q2 2013.
  • 24 funds tracked by Wall St. Rank held AMERN STRATEGIC INCOME PORTFOL as of Q3 2013.

Based on Creative Planning's 13F filing for Q3 2013, filed 10 Oct 2013.