Creative Planning
IIF

Creative Planning’s Morgan Stanley India Investment Fund IIF Stock Holding History

Creative Planning’s Portfolio IIF Stock Details IIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-32,033
Closed -$520K – 2203
2020
Q2 		$520K Buy
+32,033
New +$454K ﹤0.01% 1011
2017
Q3 		– Sell
-2,357
Closed -$76K – 2752
2017
Q2 		$76K Hold
2,357
– – ﹤0.01% 2185
2017
Q1 		$74K Sell
2,357
-508
-18% -$14.6K ﹤0.01% 2163
2016
Q4 		$73K Buy
2,865
+50
+2% +$1.36K ﹤0.01% 2079
2016
Q3 		$80K Buy
2,815
+2,008
+249% +$56.7K ﹤0.01% 1992
2016
Q2 		$22K Hold
807
– – ﹤0.01% 2724
2016
Q1 		$20K Hold
807
– – ﹤0.01% 2751
2015
Q4 		$21K Hold
807
– – ﹤0.01% 2808
2015
Q3 		$21K Buy
+807
New +$22K ﹤0.01% 2686
2015
Q2 		– Sell
-307
Closed -$9K – 1993
2015
Q1 		$9K Sell
307
-30
-9% -$850 ﹤0.01% 3251
2014
Q4 		$9K Sell
337
-535
-61% -$13.8K ﹤0.01% 3181
2014
Q3 		$22K Buy
872
+542
+164% +$13K ﹤0.01% 2481
2014
Q2 		$8K Buy
330
+230
+230% +$4.9K ﹤0.01% 2992
2014
Q1 		$2K Hold
100
– – ﹤0.01% 3361
2013
Q4 		$2K Hold
100
– – ﹤0.01% 3092
2013
Q3 		$2K Hold
100
– – ﹤0.01% 2980
2013
Q2 		$2K Buy
+100
New +$1.71K ﹤0.01% 2822

Other funds holding IIF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's IIF Position: Q3 2020 in Review

Creative Planning sold out of Morgan Stanley India Investment Fund (IIF) in Q3 2020, closing a stake of 32,033 shares — an estimated $520K sold.

Creative Planning first reported a position in IIF in Q2 2013 and held it in 17 quarters. The position peaked at $520K in Q2 2020. 36 funds tracked by Wall St. Rank hold IIF as of Q3 2020.

  • Creative Planning reported no remaining Morgan Stanley India Investment Fund position as of Q3 2020 after selling out during the quarter.
  • Creative Planning sold 32,033 Morgan Stanley India Investment Fund shares in Q3 2020, an estimated $520K.
  • Creative Planning first reported a position in Morgan Stanley India Investment Fund in Q2 2013 and held it in 17 quarters.
  • Creative Planning's Morgan Stanley India Investment Fund position peaked at $520K in Q2 2020.
  • 36 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q3 2020.

Based on Creative Planning's 13F filing for Q3 2020, filed 5 Nov 2020.