Creative Planning
BTF

Creative Planning’s BOULDER TOTAL RETURN FD INC BTF Stock Holding History

Creative Planning’s Portfolio BTF Stock Details BTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-300
Closed -$6K – 3478
2013
Q2 		$6K Buy
+300
New +$6.39K ﹤0.01% 2506

Other funds holding BTF

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Creative Planning's BTF Position: Q3 2013 in Review

Creative Planning sold out of BOULDER TOTAL RETURN FD INC (BTF) in Q3 2013, closing a stake of 300 shares — an estimated $6K sold.

Creative Planning first reported a position in BTF in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 34 funds tracked by Wall St. Rank hold BTF as of Q3 2013.

  • Creative Planning reported no remaining BOULDER TOTAL RETURN FD INC position as of Q3 2013 after selling out during the quarter.
  • Creative Planning sold 300 BOULDER TOTAL RETURN FD INC shares in Q3 2013, an estimated $6K.
  • Creative Planning first reported a position in BOULDER TOTAL RETURN FD INC in Q2 2013 and held it in 1 quarter.
  • Creative Planning's BOULDER TOTAL RETURN FD INC position peaked at $6K in Q2 2013.
  • 34 funds tracked by Wall St. Rank held BOULDER TOTAL RETURN FD INC as of Q3 2013.

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