Creative Planning
EMD

Creative Planning’s Western Asset Emerging Markets 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
2016
Q4 		– Sell
-439
Closed -$5K – 5103
2016
Q3 		$5K Hold
439
– – ﹤0.01% 3939
2016
Q2 		$5K Buy
439
+1
+0.2% +$10 ﹤0.01% 3705
2016
Q1 		$4K Hold
438
– – ﹤0.01% 3761
2015
Q4 		$4K Sell
438
-1,315
-75% -$13K ﹤0.01% 3863
2015
Q3 		$17K Buy
+1,753
New +$17.8K ﹤0.01% 2880
2015
Q2 		– Sell
-7,749
Closed -$86K – 4119
2015
Q1 		$86K Buy
7,749
+26
+0.3% +$288 ﹤0.01% 1658
2014
Q4 		$85K Sell
7,723
-2,899
-27% -$33.7K ﹤0.01% 1639
2014
Q3 		$128K Buy
10,622
+1,003
+10% +$12.7K ﹤0.01% 1318
2014
Q2 		$124K Sell
9,619
-1,583
-14% -$20.2K ﹤0.01% 1300
2014
Q1 		$138K Buy
11,202
+24
+0.2% +$286 ﹤0.01% 1197
2013
Q4 		$132K Buy
11,178
+485
+5% +$5.88K ﹤0.01% 1050
2013
Q3 		$134K Buy
10,693
+523
+5% +$6.53K ﹤0.01% 949
2013
Q2 		$135K Buy
+10,170
New +$148K ﹤0.01% 840

Other funds holding EMD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Creative Planning's EMD Position: Q4 2016 in Review

Creative Planning sold out of Western Asset Emerging Markets (EMD) in Q4 2016, closing a stake of 439 shares — an estimated $5K sold.

Creative Planning first reported a position in EMD in Q2 2013 and held it in 13 quarters. The position peaked at $138K in Q1 2014. 3 funds tracked by Wall St. Rank hold EMD as of Q4 2016.

  • Creative Planning reported no remaining Western Asset Emerging Markets position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 439 Western Asset Emerging Markets shares in Q4 2016, an estimated $5K.
  • Creative Planning first reported a position in Western Asset Emerging Markets in Q2 2013 and held it in 13 quarters.
  • Creative Planning's Western Asset Emerging Markets position peaked at $138K in Q1 2014.
  • 3 funds tracked by Wall St. Rank held Western Asset Emerging Markets as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.