Creative Planning
MHF

Creative Planning’s Western Asset Municipal High Income Fund MHF Stock Holding History

Creative Planning’s Portfolio MHF Stock Details MHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,189
Closed -$9K – 2973
2017
Q2 		$9K Buy
+1,189
New +$8.79K ﹤0.01% 3691
2015
Q1 		– Sell
-2,500
Closed -$19K – 4328
2014
Q4 		$19K Buy
+2,500
New +$18.5K ﹤0.01% 2695

Other funds holding MHF

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's MHF Position: Q3 2017 in Review

Creative Planning sold out of Western Asset Municipal High Income Fund (MHF) in Q3 2017, closing a stake of 1,189 shares — an estimated $9K sold.

Creative Planning first reported a position in MHF in Q4 2014 and held it in 2 quarters. The position peaked at $19K in Q4 2014. 35 funds tracked by Wall St. Rank hold MHF as of Q3 2017.

  • Creative Planning reported no remaining Western Asset Municipal High Income Fund position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,189 Western Asset Municipal High Income Fund shares in Q3 2017, an estimated $9K.
  • Creative Planning first reported a position in Western Asset Municipal High Income Fund in Q4 2014 and held it in 2 quarters.
  • Creative Planning's Western Asset Municipal High Income Fund position peaked at $19K in Q4 2014.
  • 35 funds tracked by Wall St. Rank held Western Asset Municipal High Income Fund as of Q3 2017.

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