Creative Planning
CMK

Creative Planning’s MFS HIGH INCOME MUNI TR I CMK Stock Holding History

Creative Planning’s Portfolio CMK Stock Details CMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-250
Closed -$2K – 4007
2015
Q1 		$2K Hold
250
– – ﹤0.01% 3976
2014
Q4 		$2K Hold
250
– – ﹤0.01% 3913
2014
Q3 		$2K Buy
+250
New +$2.1K ﹤0.01% 3760

Other funds holding CMK

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PVWM
Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's CMK Position: Q2 2015 in Review

Creative Planning sold out of MFS HIGH INCOME MUNI TR I (CMK) in Q2 2015, closing a stake of 250 shares — an estimated $2K sold.

Creative Planning first reported a position in CMK in Q3 2014 and held it in 3 quarters. The position peaked at $2K in Q1 2015. 22 funds tracked by Wall St. Rank hold CMK as of Q2 2015.

  • Creative Planning reported no remaining MFS HIGH INCOME MUNI TR I position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 250 MFS HIGH INCOME MUNI TR I shares in Q2 2015, an estimated $2K.
  • Creative Planning first reported a position in MFS HIGH INCOME MUNI TR I in Q3 2014 and held it in 3 quarters.
  • Creative Planning's MFS HIGH INCOME MUNI TR I position peaked at $2K in Q1 2015.
  • 22 funds tracked by Wall St. Rank held MFS HIGH INCOME MUNI TR I as of Q2 2015.

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