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% 4676
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% 4453
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 $388M AUM 29.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
PHIMC
Private Harbour Investment Management & Counsel Sagamore Hills, Ohio $84.3M AUM 23.02% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
YP
Yellowstone Partners Idaho Falls, Idaho $177M AUM

Creative Planning's FCO Position: Q3 2017 in Review

Creative Planning sold out of abrdn Global Income Fund (FCO) in Q3 2017, closing a stake of 10,000 shares — an estimated $86K sold.

Creative Planning first reported a position in FCO in Q2 2013 and held it in 10 quarters. The position peaked at $86K in Q2 2017. 21 funds tracked by Wall St. Rank hold FCO as of Q3 2017.

  • Creative Planning reported no remaining abrdn Global Income Fund position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 10,000 abrdn Global Income Fund shares in Q3 2017, an estimated $86K.
  • Creative Planning first reported a position in abrdn Global Income Fund in Q2 2013 and held it in 10 quarters.
  • Creative Planning's abrdn Global Income Fund position peaked at $86K in Q2 2017.
  • 21 funds tracked by Wall St. Rank held abrdn Global Income Fund as of Q3 2017.

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