Creative Planning
LCM

Creative Planning’s Advent/Claymore Enhanced Gth & F LCM Stock Holding History

Creative Planning’s Portfolio LCM Stock Details LCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$2K – 5000
2016
Q3 		$2K Hold
200
– – ﹤0.01% 4307
2016
Q2 		$2K Hold
200
– – ﹤0.01% 4096
2016
Q1 		$2K Buy
+200
New +$1.57K ﹤0.01% 4033

Other funds holding LCM

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Creative Planning's LCM Position: Q4 2016 in Review

Creative Planning sold out of Advent/Claymore Enhanced Gth & F (LCM) in Q4 2016, closing a stake of 200 shares — an estimated $2K sold.

Creative Planning first reported a position in LCM in Q1 2016 and held it in 3 quarters. The position peaked at $2K in Q3 2016. 30 funds tracked by Wall St. Rank hold LCM as of Q4 2016.

  • Creative Planning reported no remaining Advent/Claymore Enhanced Gth & F position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 200 Advent/Claymore Enhanced Gth & F shares in Q4 2016, an estimated $2K.
  • Creative Planning first reported a position in Advent/Claymore Enhanced Gth & F in Q1 2016 and held it in 3 quarters.
  • Creative Planning's Advent/Claymore Enhanced Gth & F position peaked at $2K in Q3 2016.
  • 30 funds tracked by Wall St. Rank held Advent/Claymore Enhanced Gth & F as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.