Creative Planning
KMM

Creative Planning’s Deutsche Multi-Market Incm Trust KMM Stock Holding History

Creative Planning’s Portfolio KMM Stock Details KMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,200
Closed -$28K – 4587
2017
Q2 		$28K Sell
3,200
-2,279
-42% -$20.1K ﹤0.01% 2951
2017
Q1 		$48K Hold
5,479
– – ﹤0.01% 2514
2016
Q4 		$47K Buy
5,479
+2,279
+71% +$19.3K ﹤0.01% 2440
2016
Q3 		$27K Hold
3,200
– – ﹤0.01% 2854
2016
Q2 		$26K Hold
3,200
– – ﹤0.01% 2625
2016
Q1 		$25K Hold
3,200
– – ﹤0.01% 2613
2015
Q4 		$24K Hold
3,200
– – ﹤0.01% 2732
2015
Q3 		$24K Buy
+3,200
New +$24.6K ﹤0.01% 2613
2015
Q2 		– Sell
-3,200
Closed -$27K – 4079
2015
Q1 		$27K Sell
3,200
-2,903
-48% -$24.6K ﹤0.01% 2497
2014
Q4 		$52K Buy
6,103
+1,800
+42% +$15.7K ﹤0.01% 1989
2014
Q3 		$38K Buy
+4,303
New +$39.6K ﹤0.01% 2121
2014
Q2 		– Sell
-1,103
Closed -$10K – 4132
2014
Q1 		$10K Sell
1,103
-1,200
-52% -$11.2K ﹤0.01% 2780
2013
Q4 		$22K Sell
2,303
-727
-24% -$6.92K ﹤0.01% 2142
2013
Q3 		$30K Buy
3,030
+1,927
+175% +$19.9K ﹤0.01% 1862
2013
Q2 		$11K Buy
+1,103
New +$12.1K ﹤0.01% 2257

Other funds holding KMM

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's KMM Position: Q3 2017 in Review

Creative Planning sold out of Deutsche Multi-Market Incm Trust (KMM) in Q3 2017, closing a stake of 3,200 shares — an estimated $28K sold.

Creative Planning first reported a position in KMM in Q2 2013 and held it in 15 quarters. The position peaked at $52K in Q4 2014. 32 funds tracked by Wall St. Rank hold KMM as of Q3 2017.

  • Creative Planning reported no remaining Deutsche Multi-Market Incm Trust position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 3,200 Deutsche Multi-Market Incm Trust shares in Q3 2017, an estimated $28K.
  • Creative Planning first reported a position in Deutsche Multi-Market Incm Trust in Q2 2013 and held it in 15 quarters.
  • Creative Planning's Deutsche Multi-Market Incm Trust position peaked at $52K in Q4 2014.
  • 32 funds tracked by Wall St. Rank held Deutsche Multi-Market Incm Trust as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.