Creative Planning’s Miller/Howard High Income Equity Fund HIE Stock Holding History

Creative Planning’s Portfolio HIE Stock Details HIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-404	Closed	-$5K	–	4876
2017 Q1	$5K	Hold	404	–	–	﹤0.01%	3986
2016 Q4	$5K	Hold	404	–	–	﹤0.01%	3986
2016 Q3	$5K	Sell	404 -4,196	-91%	-$53K	﹤0.01%	3911
2016 Q2	$55K	Hold	4,600	–	–	﹤0.01%	2083
2016 Q1	$53K	Sell	4,600 -215	-4%	-$2.23K	﹤0.01%	2061
2015 Q4	$55K	Buy	+4,815	New	+$59.2K	﹤0.01%	2047

Other funds holding HIE

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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 HIE Position: Q2 2017 in Review

Creative Planning sold out of Miller/Howard High Income Equity Fund (HIE) in Q2 2017, closing a stake of 404 shares — an estimated $5K sold.

Creative Planning first reported a position in HIE in Q4 2015 and held it in 6 quarters. The position peaked at $55K in Q2 2016. 24 funds tracked by Wall St. Rank hold HIE as of Q2 2017.

Creative Planning reported no remaining Miller/Howard High Income Equity Fund position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 404 Miller/Howard High Income Equity Fund shares in Q2 2017, an estimated $5K.
Creative Planning first reported a position in Miller/Howard High Income Equity Fund in Q4 2015 and held it in 6 quarters.
Creative Planning's Miller/Howard High Income Equity Fund position peaked at $55K in Q2 2016.
24 funds tracked by Wall St. Rank held Miller/Howard High Income Equity Fund as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.