Creative Planning
EMD

Creative Planning’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Creative Planning’s Portfolio EMD Stock Details EMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,437
Closed -$97.2K – 3231
2024
Q2 		$97.2K Buy
+10,437
New +$97.1K ﹤0.01% 2842
2020
Q3 		– Sell
-11,525
Closed -$142K – 2182
2020
Q2 		$142K Buy
+11,525
New +$132K ﹤0.01% 1601
2018
Q4 		– Sell
-44,833
Closed -$602K – 1990
2018
Q3 		$602K Buy
44,833
+8,098
+22% +$109K ﹤0.01% 983
2018
Q2 		$487K Sell
36,735
-1,264
-3% -$17.5K ﹤0.01% 1084
2018
Q1 		$552K Sell
37,999
-235
-0.6% -$3.55K ﹤0.01% 1029
2017
Q4 		$595K Buy
38,234
+421
+1% +$6.52K ﹤0.01% 973
2017
Q3 		$595K Sell
37,813
-8,800
-19% -$138K ﹤0.01% 968
2017
Q2 		$726K Buy
46,613
+10,457
+29% +$164K ﹤0.01% 834
2017
Q1 		$560K Buy
36,156
+5,437
+18% +$83.1K ﹤0.01% 933
2016
Q4 		$452K Buy
30,719
+25,139
+451% +$380K ﹤0.01% 970
2016
Q3 		$91K Sell
5,580
-696
-11% -$11.3K ﹤0.01% 1910
2016
Q2 		$97K Buy
6,276
+6,176
+6,176% +$91.5K ﹤0.01% 1696
2016
Q1 		$1K Hold
100
– – ﹤0.01% 4101
2015
Q4 		$1K Hold
100
– – ﹤0.01% 4195
2015
Q3 		$1K Buy
+100
New +$1.42K ﹤0.01% 4082
2015
Q1 		– Sell
-1,500
Closed -$24K – 4257
2014
Q4 		$24K Buy
1,500
+741
+98% +$12.3K ﹤0.01% 2520
2014
Q3 		$13K Hold
759
– – ﹤0.01% 2790
2014
Q2 		$14K Sell
759
-200
-21% -$3.61K ﹤0.01% 2695
2014
Q1 		$17K Sell
959
-265
-22% -$4.52K ﹤0.01% 2475
2013
Q4 		$21K Sell
1,224
-444
-27% -$7.71K ﹤0.01% 2152
2013
Q3 		$30K Buy
1,668
+209
+14% +$3.68K ﹤0.01% 1845
2013
Q2 		$27K Buy
+1,459
New +$30.1K ﹤0.01% 1741

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Creative Planning's EMD Position: Q3 2024 in Review

Creative Planning sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q3 2024, closing a stake of 10,437 shares — an estimated $97.2K sold.

Creative Planning first reported a position in EMD in Q2 2013 and held it in 22 quarters. The position peaked at $726K in Q2 2017. 98 funds tracked by Wall St. Rank hold EMD as of Q3 2024.

  • Creative Planning reported no remaining Western Asset Emerging Markets Debt Fund position as of Q3 2024 after selling out during the quarter.
  • Creative Planning sold 10,437 Western Asset Emerging Markets Debt Fund shares in Q3 2024, an estimated $97.2K.
  • Creative Planning first reported a position in Western Asset Emerging Markets Debt Fund in Q2 2013 and held it in 22 quarters.
  • Creative Planning's Western Asset Emerging Markets Debt Fund position peaked at $726K in Q2 2017.
  • 98 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2024.

Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.