Creative Planning
FCO

Creative Planning’s abrdn Global Income Fund FCO Stock Holding History

Creative Planning’s Portfolio FCO Stock Details FCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-10,000
Closed -$86K – 2480
2017
Q2 		$86K Buy
10,000
+8,500
+567% +$73.6K ﹤0.01% 2091
2017
Q1 		$13K Buy
1,500
+1,450
+2,900% +$12.1K ﹤0.01% 3420
2016
Q4 		$0 Sell
50
-1,000
-95% -$8.15K ﹤0.01% 4677
2016
Q3 		$9K Buy
1,050
+1,000
+2,000% +$8.85K ﹤0.01% 3573
2016
Q2 		$0 Hold
50
– – ﹤0.01% 4392
2016
Q1 		$0 Hold
50
– – ﹤0.01% 4385
2015
Q4 		$0 Sell
50
-1,320
-96% -$10.3K ﹤0.01% 4454
2015
Q3 		$10K Buy
+1,370
New +$11K ﹤0.01% 3195
2013
Q4 		– Sell
-1,853
Closed -$20K – 3360
2013
Q3 		$20K Buy
1,853
+1,232
+198% +$13.2K ﹤0.01% 2098
2013
Q2 		$7K Buy
+621
New +$7.99K ﹤0.01% 2411

Other funds holding FCO

TB
Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
PHIMC
Private Harbour Investment Management & Counsel Sagamore Hills, Ohio $91.1M AUM 33.34% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
YP
Yellowstone Partners Idaho Falls, Idaho $177M AUM