Creative Planning’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History

Creative Planning’s Portfolio FEO Stock Details FEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,500	Closed	-$40K	–	3988
2017 Q2	$40K	Buy	+2,500	New	+$40.5K	﹤0.01%	2690
2017 Q1	–	Sell	-600	Closed	-$8K	–	4983
2016 Q4	$8K	Buy	+600	New	+$8.63K	﹤0.01%	3718

Other funds holding FEO

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Creative Planning's FEO Position: Q3 2017 in Review

Creative Planning sold out of First Trust/abrdn Emerging Opportunity Fund (FEO) in Q3 2017, closing a stake of 2,500 shares — an estimated $40K sold.

Creative Planning first reported a position in FEO in Q4 2016 and held it in 2 quarters. The position peaked at $40K in Q2 2017. 22 funds tracked by Wall St. Rank hold FEO as of Q3 2017.

Creative Planning reported no remaining First Trust/abrdn Emerging Opportunity Fund position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 2,500 First Trust/abrdn Emerging Opportunity Fund shares in Q3 2017, an estimated $40K.
Creative Planning first reported a position in First Trust/abrdn Emerging Opportunity Fund in Q4 2016 and held it in 2 quarters.
Creative Planning's First Trust/abrdn Emerging Opportunity Fund position peaked at $40K in Q2 2017.
22 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q3 2017.

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