Creative Planning
DHG

Creative Planning’s Deutsche High Incm Opportunities DHG Stock Holding History

Creative Planning’s Portfolio DHG Stock Details DHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,902
Closed -$28K – 4612
2017
Q2 		$28K Sell
1,902
-300
-14% -$4.44K ﹤0.01% 2952
2017
Q1 		$32K Hold
2,202
– – ﹤0.01% 2806
2016
Q4 		$32K Hold
2,202
– – ﹤0.01% 2754
2016
Q3 		$31K Buy
2,202
+300
+16% +$4.22K ﹤0.01% 2725
2016
Q2 		$26K Hold
1,902
– – ﹤0.01% 2626
2016
Q1 		$25K Hold
1,902
– – ﹤0.01% 2614
2015
Q4 		$25K Buy
1,902
+652
+52% +$8.68K ﹤0.01% 2696
2015
Q3 		$16K Buy
+1,250
New +$17.4K ﹤0.01% 2930
2013
Q4 		– Sell
-5,040
Closed -$71K – 3701
2013
Q3 		$71K Buy
+5,040
New +$70.9K ﹤0.01% 1321

Other funds holding DHG

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's DHG Position: Q3 2017 in Review

Creative Planning sold out of Deutsche High Incm Opportunities (DHG) in Q3 2017, closing a stake of 1,902 shares — an estimated $28K sold.

Creative Planning first reported a position in DHG in Q3 2013 and held it in 9 quarters. The position peaked at $71K in Q3 2013. 36 funds tracked by Wall St. Rank hold DHG as of Q3 2017.

  • Creative Planning reported no remaining Deutsche High Incm Opportunities position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,902 Deutsche High Incm Opportunities shares in Q3 2017, an estimated $28K.
  • Creative Planning first reported a position in Deutsche High Incm Opportunities in Q3 2013 and held it in 9 quarters.
  • Creative Planning's Deutsche High Incm Opportunities position peaked at $71K in Q3 2013.
  • 36 funds tracked by Wall St. Rank held Deutsche High Incm Opportunities as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.