Creative Planning
LBF

Creative Planning’s Deutsche Global High Incm Fund LBF Stock Holding History

Creative Planning’s Portfolio LBF Stock Details LBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-300
Closed -$2K – 5085
2016
Q4 		$2K Hold
300
– – ﹤0.01% 4371
2016
Q3 		$3K Sell
300
-301
-50% -$2.53K ﹤0.01% 4179
2016
Q2 		$5K Hold
601
– – ﹤0.01% 3697
2016
Q1 		$5K Buy
601
+301
+100% +$2.25K ﹤0.01% 3642
2015
Q4 		$2K Buy
+300
New +$2.32K ﹤0.01% 4117

Other funds holding LBF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return

Creative Planning's LBF Position: Q1 2017 in Review

Creative Planning sold out of Deutsche Global High Incm Fund (LBF) in Q1 2017, closing a stake of 300 shares — an estimated $2K sold.

Creative Planning first reported a position in LBF in Q4 2015 and held it in 5 quarters. The position peaked at $5K in Q2 2016. 25 funds tracked by Wall St. Rank hold LBF as of Q1 2017.

  • Creative Planning reported no remaining Deutsche Global High Incm Fund position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 300 Deutsche Global High Incm Fund shares in Q1 2017, an estimated $2K.
  • Creative Planning first reported a position in Deutsche Global High Incm Fund in Q4 2015 and held it in 5 quarters.
  • Creative Planning's Deutsche Global High Incm Fund position peaked at $5K in Q2 2016.
  • 25 funds tracked by Wall St. Rank held Deutsche Global High Incm Fund as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.