Creative Planning’s Franklin Limited Duration Income Trust FTF Stock Holding History

Creative Planning’s Portfolio FTF Stock Details FTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-12,322	Closed	-$125K	–	1999
2018 Q3	$125K	Buy	+12,322	New	+$137K	﹤0.01%	1755
2017 Q3	–	Sell	-4,238	Closed	-$50K	–	2545
2017 Q2	$50K	Buy	4,238 +1,647	+64%	+$19.7K	﹤0.01%	2507
2017 Q1	$31K	Hold	2,591	–	–	﹤0.01%	2812
2016 Q4	$31K	Sell	2,591 -7,900	-75%	-$94.6K	﹤0.01%	2763
2016 Q3	$127K	Buy	10,491 +7,900	+305%	+$93.8K	﹤0.01%	1676
2016 Q2	$30K	Buy	2,591 +100	+4%	+$1.15K	﹤0.01%	2492
2016 Q1	$28K	Sell	2,491 -2,027	-45%	-$21.8K	﹤0.01%	2513
2015 Q4	$48K	Hold	4,518	–	–	﹤0.01%	2152
2015 Q3	$49K	Buy	+4,518	New	+$51.5K	﹤0.01%	2054
2015 Q2	–	Sell	-4,518	Closed	-$55K	–	1772
2015 Q1	$55K	Hold	4,518	–	–	﹤0.01%	1965
2014 Q4	$55K	Hold	4,518	–	–	﹤0.01%	1947
2014 Q3	$56K	Hold	4,518	–	–	﹤0.01%	1844
2014 Q2	$59K	Sell	4,518 -1,500	-25%	-$19.7K	﹤0.01%	1766
2014 Q1	$79K	Sell	6,018 -9,080	-60%	-$119K	﹤0.01%	1532
2013 Q4	$196K	Sell	15,098 -1,570	-9%	-$20.3K	﹤0.01%	870
2013 Q3	$217K	Sell	16,668 -10,582	-39%	-$135K	﹤0.01%	728
2013 Q2	$366K	Buy	+27,250	New	+$383K	0.01%	491

Other funds holding FTF

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Creative Planning's FTF Position: Q4 2018 in Review

Creative Planning sold out of Franklin Limited Duration Income Trust (FTF) in Q4 2018, closing a stake of 12,322 shares — an estimated $125K sold.

Creative Planning first reported a position in FTF in Q2 2013 and held it in 17 quarters. The position peaked at $366K in Q2 2013. 58 funds tracked by Wall St. Rank hold FTF as of Q4 2018.

Creative Planning reported no remaining Franklin Limited Duration Income Trust position as of Q4 2018 after selling out during the quarter.
Creative Planning sold 12,322 Franklin Limited Duration Income Trust shares in Q4 2018, an estimated $125K.
Creative Planning first reported a position in Franklin Limited Duration Income Trust in Q2 2013 and held it in 17 quarters.
Creative Planning's Franklin Limited Duration Income Trust position peaked at $366K in Q2 2013.
58 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2018.

Based on Creative Planning's 13F filing for Q4 2018, filed 1 Feb 2019.