Creative Planning’s Federated Premier Intermediate M FPT Stock Holding History

Creative Planning’s Portfolio FPT Stock Details FPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,655	Closed	-$23K	–	4711
2017 Q2	$23K	Hold	1,655	–	–	﹤0.01%	3110
2017 Q1	$22K	Hold	1,655	–	–	﹤0.01%	3082
2016 Q4	$21K	Hold	1,655	–	–	﹤0.01%	3069
2016 Q3	$23K	Hold	1,655	–	–	﹤0.01%	2986
2016 Q2	$24K	Hold	1,655	–	–	﹤0.01%	2684
2016 Q1	$23K	Buy	1,655 +302	+22%	+$4.11K	﹤0.01%	2673
2015 Q4	$18K	Hold	1,353	–	–	﹤0.01%	2939
2015 Q3	$18K	Buy	+1,353	New	+$17.7K	﹤0.01%	2830
2015 Q2	–	Sell	-1,348	Closed	-$17K	–	4220
2015 Q1	$17K	Buy	1,348 +348	+35%	+$4.52K	﹤0.01%	2863
2014 Q4	$13K	Buy	+1,000	New	+$12.8K	﹤0.01%	2995

Other funds holding FPT

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

RJFSA

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

Creative Planning's FPT Position: Q3 2017 in Review

Creative Planning sold out of Federated Premier Intermediate M (FPT) in Q3 2017, closing a stake of 1,655 shares — an estimated $23K sold.

Creative Planning first reported a position in FPT in Q4 2014 and held it in 10 quarters. The position peaked at $24K in Q2 2016. 22 funds tracked by Wall St. Rank hold FPT as of Q3 2017.

Creative Planning reported no remaining Federated Premier Intermediate M position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,655 Federated Premier Intermediate M shares in Q3 2017, an estimated $23K.
Creative Planning first reported a position in Federated Premier Intermediate M in Q4 2014 and held it in 10 quarters.
Creative Planning's Federated Premier Intermediate M position peaked at $24K in Q2 2016.
22 funds tracked by Wall St. Rank held Federated Premier Intermediate M as of Q3 2017.

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