Creative Planning
EMF

Creative Planning’s Templeton Emerging Markets Fund EMF Stock Holding History

Creative Planning’s Portfolio EMF Stock Details EMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,552
Closed -$38K – 2400
2017
Q2 		$38K Buy
2,552
+300
+13% +$4.41K ﹤0.01% 2732
2017
Q1 		$32K Sell
2,252
-580
-20% -$7.68K ﹤0.01% 2788
2016
Q4 		$34K Buy
2,832
+580
+26% +$7.09K ﹤0.01% 2695
2016
Q3 		$28K Buy
2,252
+140
+7% +$1.73K ﹤0.01% 2793
2016
Q2 		$24K Sell
2,112
-200
-9% -$2.19K ﹤0.01% 2655
2016
Q1 		$25K Hold
2,312
– – ﹤0.01% 2596
2015
Q4 		$23K Buy
2,312
+1,000
+76% +$11.4K ﹤0.01% 2740
2015
Q3 		$14K Buy
+1,312
New +$16.3K ﹤0.01% 2987
2015
Q2 		– Sell
-1,312
Closed -$20K – 1637
2015
Q1 		$20K Sell
1,312
-146
-10% -$2.26K ﹤0.01% 2708
2014
Q4 		$22K Buy
1,458
+328
+29% +$5.53K ﹤0.01% 2578
2014
Q3 		$20K Buy
1,130
+500
+79% +$9.38K ﹤0.01% 2537
2014
Q2 		$11K Sell
630
-48
-7% -$854 ﹤0.01% 2815
2014
Q1 		$12K Buy
678
+78
+13% +$1.28K ﹤0.01% 2664
2013
Q4 		$11K Sell
600
-500
-45% -$9.61K ﹤0.01% 2513
2013
Q3 		$21K Sell
1,100
-500
-31% -$9.1K ﹤0.01% 2064
2013
Q2 		$28K Buy
+1,600
New +$31.1K ﹤0.01% 1717

Other funds holding EMF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Creative Planning's EMF Position: Q3 2017 in Review

Creative Planning sold out of Templeton Emerging Markets Fund (EMF) in Q3 2017, closing a stake of 2,552 shares — an estimated $38K sold.

Creative Planning first reported a position in EMF in Q2 2013 and held it in 16 quarters. The position peaked at $38K in Q2 2017. 45 funds tracked by Wall St. Rank hold EMF as of Q3 2017.

  • Creative Planning reported no remaining Templeton Emerging Markets Fund position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,552 Templeton Emerging Markets Fund shares in Q3 2017, an estimated $38K.
  • Creative Planning first reported a position in Templeton Emerging Markets Fund in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Templeton Emerging Markets Fund position peaked at $38K in Q2 2017.
  • 45 funds tracked by Wall St. Rank held Templeton Emerging Markets Fund as of Q3 2017.

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