Creative Planning’s Federated Hermes Premier Municipal Income Fund FMN Stock Holding History

Creative Planning’s Portfolio FMN Stock Details FMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-5,181	Closed	-$76K	–	2515
2017 Q2	$76K	Hold	5,181	–	–	﹤0.01%	2184
2017 Q1	$72K	Hold	5,181	–	–	﹤0.01%	2180
2016 Q4	$72K	Hold	5,181	–	–	﹤0.01%	2090
2016 Q3	$83K	Hold	5,181	–	–	﹤0.01%	1965
2016 Q2	$86K	Hold	5,181	–	–	﹤0.01%	1773
2016 Q1	$80K	Buy	5,181 +3,000	+138%	+$45.4K	﹤0.01%	1766
2015 Q4	$33K	Hold	2,181	–	–	﹤0.01%	2443
2015 Q3	$31K	Buy	+2,181	New	+$30.9K	﹤0.01%	2396
2015 Q2	–	Sell	-2,181	Closed	-$33K	–	1748
2015 Q1	$33K	Buy	+2,181	New	+$32.2K	﹤0.01%	2302

Other funds holding FMN

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

RJFSA

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

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

Creative Planning's FMN Position: Q3 2017 in Review

Creative Planning sold out of Federated Hermes Premier Municipal Income Fund (FMN) in Q3 2017, closing a stake of 5,181 shares — an estimated $76K sold.

Creative Planning first reported a position in FMN in Q1 2015 and held it in 9 quarters. The position peaked at $86K in Q2 2016. 17 funds tracked by Wall St. Rank hold FMN as of Q3 2017.

Creative Planning reported no remaining Federated Hermes Premier Municipal Income Fund position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 5,181 Federated Hermes Premier Municipal Income Fund shares in Q3 2017, an estimated $76K.
Creative Planning first reported a position in Federated Hermes Premier Municipal Income Fund in Q1 2015 and held it in 9 quarters.
Creative Planning's Federated Hermes Premier Municipal Income Fund position peaked at $86K in Q2 2016.
17 funds tracked by Wall St. Rank held Federated Hermes Premier Municipal Income Fund as of Q3 2017.

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