Creative Planning
BHL

Creative Planning’s Blackrock Defined Opp Crt Tr BHL Stock Holding History

Creative Planning’s Portfolio BHL Stock Details BHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,500
Closed -$20K – 3727
2015
Q1 		$20K Buy
+1,500
New +$19.7K ﹤0.01% 2733

Other funds holding BHL

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
IT
Independence Trust Franklin, Tennessee $90.5M AUM 24.36% 1-Year Est. Return

Creative Planning's BHL Position: Q2 2015 in Review

Creative Planning sold out of Blackrock Defined Opp Crt Tr (BHL) in Q2 2015, closing a stake of 1,500 shares — an estimated $20K sold.

Creative Planning first reported a position in BHL in Q1 2015 and held it in 1 quarter. The position peaked at $20K in Q1 2015. 16 funds tracked by Wall St. Rank hold BHL as of Q2 2015.

  • Creative Planning reported no remaining Blackrock Defined Opp Crt Tr position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 1,500 Blackrock Defined Opp Crt Tr shares in Q2 2015, an estimated $20K.
  • Creative Planning first reported a position in Blackrock Defined Opp Crt Tr in Q1 2015 and held it in 1 quarter.
  • Creative Planning's Blackrock Defined Opp Crt Tr position peaked at $20K in Q1 2015.
  • 16 funds tracked by Wall St. Rank held Blackrock Defined Opp Crt Tr as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.