Creative Planning’s Deutsche High Income Trust KHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,650
| Closed | -$15K | – | 5092 |
|
|
2016
Q3 | $15K | Sell |
1,650
-500
| -23% | -$4.55K | ﹤0.01% | 3265 |
|
|
2016
Q2 | $19K | Buy |
2,150
+500
| +30% | +$4.36K | ﹤0.01% | 2860 |
|
|
2016
Q1 | $14K | Hold |
1,650
| – | – | ﹤0.01% | 3027 |
|
|
2015
Q4 | $13K | Hold |
1,650
| – | – | ﹤0.01% | 3167 |
|
|
2015
Q3 | $13K | Buy |
+1,650
| New | +$13.6K | ﹤0.01% | 3056 |
|
|
2015
Q2 | – | Sell |
-1,650
| Closed | -$15K | – | 4078 |
|
|
2015
Q1 | $15K | Hold |
1,650
| – | – | ﹤0.01% | 2956 |
|
|
2014
Q4 | $14K | Hold |
1,650
| – | – | ﹤0.01% | 2940 |
|
|
2014
Q3 | $15K | Buy |
+1,650
| New | +$15.1K | ﹤0.01% | 2730 |
|
|
2014
Q2 | – | Sell |
-4,987
| Closed | -$47K | – | 4131 |
|
|
2014
Q1 | $47K | Hold |
4,987
| – | – | ﹤0.01% | 1848 |
|
|
2013
Q4 | $46K | Sell |
4,987
-1,594
| -24% | -$14.5K | ﹤0.01% | 1666 |
|
|
2013
Q3 | $60K | Buy |
6,581
+3,244
| +97% | +$29.5K | ﹤0.01% | 1409 |
|
|
2013
Q2 | $31K | Buy |
+3,337
| New | +$33.6K | ﹤0.01% | 1670 |
|
Creative Planning's KHI Position: Q4 2016 in Review
Creative Planning sold out of Deutsche High Income Trust (KHI) in Q4 2016, closing a stake of 1,650 shares — an estimated $15K sold.
Creative Planning first reported a position in KHI in Q2 2013 and held it in 12 quarters. The position peaked at $60K in Q3 2013. 0 funds tracked by Wall St. Rank hold KHI as of Q4 2016.
- Creative Planning reported no remaining Deutsche High Income Trust position as of Q4 2016 after selling out during the quarter.
- Creative Planning sold 1,650 Deutsche High Income Trust shares in Q4 2016, an estimated $15K.
- Creative Planning first reported a position in Deutsche High Income Trust in Q2 2013 and held it in 12 quarters.
- Creative Planning's Deutsche High Income Trust position peaked at $60K in Q3 2013.
- 0 funds tracked by Wall St. Rank held Deutsche High Income Trust as of Q4 2016.
Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.