Creative Planning’s Deutsche Strategic Income Trust KST Stock Holding History

Creative Planning’s Portfolio KST Stock Details KST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-805	Closed	-$10K	–	4991
2017 Q1	$10K	Sell	805 -1,700	-68%	-$20.6K	﹤0.01%	3624
2016 Q4	$30K	Sell	2,505 -1,208	-33%	-$14.3K	﹤0.01%	2805
2016 Q3	$45K	Hold	3,713	–	–	﹤0.01%	2452
2016 Q2	$43K	Hold	3,713	–	–	﹤0.01%	2256
2016 Q1	$41K	Hold	3,713	–	–	﹤0.01%	2243
2015 Q4	$39K	Buy	3,713 +2,013	+118%	+$21K	﹤0.01%	2330
2015 Q3	$17K	Buy	+1,700	New	+$18.3K	﹤0.01%	2875
2015 Q2	–	Sell	-1,700	Closed	-$20K	–	3602
2015 Q1	$20K	Sell	1,700 -680	-29%	-$7.96K	﹤0.01%	2732
2014 Q4	$28K	Buy	2,380 +680	+40%	+$8.11K	﹤0.01%	2418
2014 Q3	$21K	Buy	+1,700	New	+$21.4K	﹤0.01%	2526

Other funds holding KST

RJA

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Creative Planning's KST Position: Q2 2017 in Review

Creative Planning sold out of Deutsche Strategic Income Trust (KST) in Q2 2017, closing a stake of 805 shares — an estimated $10K sold.

Creative Planning first reported a position in KST in Q3 2014 and held it in 10 quarters. The position peaked at $45K in Q3 2016. 24 funds tracked by Wall St. Rank hold KST as of Q2 2017.

Creative Planning reported no remaining Deutsche Strategic Income Trust position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 805 Deutsche Strategic Income Trust shares in Q2 2017, an estimated $10K.
Creative Planning first reported a position in Deutsche Strategic Income Trust in Q3 2014 and held it in 10 quarters.
Creative Planning's Deutsche Strategic Income Trust position peaked at $45K in Q3 2016.
24 funds tracked by Wall St. Rank held Deutsche Strategic Income Trust as of Q2 2017.

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