Creative Planning
FIF

Creative Planning’s FIRST TRUST ENERGY INFRASTRUCTURE FUND FIF Stock Holding History

Creative Planning’s Portfolio FIF Stock Details FIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-100
Closed -$2K – 3873
2017
Q2 		$2K Hold
100
– – ﹤0.01% 4347
2017
Q1 		$2K Sell
100
-750
-88% -$14.1K ﹤0.01% 4338
2016
Q4 		$15K Buy
+850
New +$15.5K ﹤0.01% 3283

Other funds holding FIF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Creative Planning's FIF Position: Q3 2017 in Review

Creative Planning sold out of FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) in Q3 2017, closing a stake of 100 shares — an estimated $2K sold.

Creative Planning first reported a position in FIF in Q4 2016 and held it in 3 quarters. The position peaked at $15K in Q4 2016. 33 funds tracked by Wall St. Rank hold FIF as of Q3 2017.

  • Creative Planning reported no remaining FIRST TRUST ENERGY INFRASTRUCTURE FUND position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 100 FIRST TRUST ENERGY INFRASTRUCTURE FUND shares in Q3 2017, an estimated $2K.
  • Creative Planning first reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND in Q4 2016 and held it in 3 quarters.
  • Creative Planning's FIRST TRUST ENERGY INFRASTRUCTURE FUND position peaked at $15K in Q4 2016.
  • 33 funds tracked by Wall St. Rank held FIRST TRUST ENERGY INFRASTRUCTURE FUND as of Q3 2017.

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