Creative Planning
BWG

Creative Planning’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Creative Planning’s Portfolio BWG Stock Details BWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-167
Closed -$3K – 3782
2014
Q1 		$3K Buy
+167
New +$2.78K ﹤0.01% 3244

Other funds holding BWG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's BWG Position: Q2 2014 in Review

Creative Planning sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q2 2014, closing a stake of 167 shares — an estimated $3K sold.

Creative Planning first reported a position in BWG in Q1 2014 and held it in 1 quarter. The position peaked at $3K in Q1 2014. 40 funds tracked by Wall St. Rank hold BWG as of Q2 2014.

  • Creative Planning reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q2 2014 after selling out during the quarter.
  • Creative Planning sold 167 BrandywineGLOBAL Global Income Opportunities Fund shares in Q2 2014, an estimated $3K.
  • Creative Planning first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q1 2014 and held it in 1 quarter.
  • Creative Planning's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $3K in Q1 2014.
  • 40 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.