Creative Planning
FTT

Creative Planning’s FEDERATED ENHANCED TREAS INCM FD COM BEN INTEREST FTT Stock Holding History

Creative Planning’s Portfolio FTT Stock Details FTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-137
Closed -$2K – 4110
2014
Q1 		$2K Buy
+137
New +$1.82K ﹤0.01% 3443

Other funds holding FTT

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Creative Planning's FTT Position: Q2 2014 in Review

Creative Planning sold out of FEDERATED ENHANCED TREAS INCM FD COM BEN INTEREST (FTT) in Q2 2014, closing a stake of 137 shares — an estimated $2K sold.

Creative Planning first reported a position in FTT in Q1 2014 and held it in 1 quarter. The position peaked at $2K in Q1 2014. 22 funds tracked by Wall St. Rank hold FTT as of Q2 2014.

  • Creative Planning reported no remaining FEDERATED ENHANCED TREAS INCM FD COM BEN INTEREST position as of Q2 2014 after selling out during the quarter.
  • Creative Planning sold 137 FEDERATED ENHANCED TREAS INCM FD COM BEN INTEREST shares in Q2 2014, an estimated $2K.
  • Creative Planning first reported a position in FEDERATED ENHANCED TREAS INCM FD COM BEN INTEREST in Q1 2014 and held it in 1 quarter.
  • Creative Planning's FEDERATED ENHANCED TREAS INCM FD COM BEN INTEREST position peaked at $2K in Q1 2014.
  • 22 funds tracked by Wall St. Rank held FEDERATED ENHANCED TREAS INCM FD COM BEN INTEREST as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.