Creative Planning’s Morgan Stanley Emerging Mkts Fd MSF Stock Holding History

Creative Planning’s Portfolio MSF Stock Details MSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-900	Closed	-$15K	–	4326
2017 Q2	$15K	Hold	900	–	–	﹤0.01%	3387
2017 Q1	$13K	Hold	900	–	–	﹤0.01%	3447
2016 Q4	$12K	Hold	900	–	–	﹤0.01%	3455
2016 Q3	$13K	Hold	900	–	–	﹤0.01%	3357
2016 Q2	$12K	Hold	900	–	–	﹤0.01%	3154
2016 Q1	$12K	Hold	900	–	–	﹤0.01%	3130
2015 Q4	$12K	Hold	900	–	–	﹤0.01%	3219
2015 Q3	$11K	Buy	+900	New	+$12.2K	﹤0.01%	3172
2015 Q2	–	Sell	-700	Closed	-$10K	–	3565
2015 Q1	$10K	Sell	700 -1,471	-68%	-$21.8K	﹤0.01%	3220
2014 Q4	$32K	Buy	2,171 +1,471	+210%	+$22.2K	﹤0.01%	2312
2014 Q3	$11K	Hold	700	–	–	﹤0.01%	2913
2014 Q2	$11K	Hold	700	–	–	﹤0.01%	2836
2014 Q1	$11K	Hold	700	–	–	﹤0.01%	2731
2013 Q4	$11K	Hold	700	–	–	﹤0.01%	2539
2013 Q3	$10K	Hold	700	–	–	﹤0.01%	2484
2013 Q2	$10K	Buy	+700	New	+$10.8K	﹤0.01%	2294

Other funds holding MSF

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Creative Planning's MSF Position: Q3 2017 in Review

Creative Planning sold out of Morgan Stanley Emerging Mkts Fd (MSF) in Q3 2017, closing a stake of 900 shares — an estimated $15K sold.

Creative Planning first reported a position in MSF in Q2 2013 and held it in 16 quarters. The position peaked at $32K in Q4 2014. 39 funds tracked by Wall St. Rank hold MSF as of Q3 2017.

Creative Planning reported no remaining Morgan Stanley Emerging Mkts Fd position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 900 Morgan Stanley Emerging Mkts Fd shares in Q3 2017, an estimated $15K.
Creative Planning first reported a position in Morgan Stanley Emerging Mkts Fd in Q2 2013 and held it in 16 quarters.
Creative Planning's Morgan Stanley Emerging Mkts Fd position peaked at $32K in Q4 2014.
39 funds tracked by Wall St. Rank held Morgan Stanley Emerging Mkts Fd as of Q3 2017.

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