Creative Planning
MSP

Creative Planning’s Madison Strategic Sector MSP Stock Holding History

Creative Planning’s Portfolio MSP Stock Details MSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-700
Closed -$8K – 5056
2016
Q4 		$8K Buy
+700
New +$8.24K ﹤0.01% 3725
2015
Q2 		– Sell
-1,250
Closed -$15K – 3618
2015
Q1 		$15K Buy
1,250
+250
+25% +$3.02K ﹤0.01% 2946
2014
Q4 		$12K Buy
+1,000
New +$12.3K ﹤0.01% 3039
2014
Q2 		– Sell
-200
Closed -$2K – 4050
2014
Q1 		$2K Hold
200
– – ﹤0.01% 3418
2013
Q4 		$2K Buy
+200
New +$2.38K ﹤0.01% 3146

Other funds holding MSP

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's MSP Position: Q1 2017 in Review

Creative Planning sold out of Madison Strategic Sector (MSP) in Q1 2017, closing a stake of 700 shares — an estimated $8K sold.

Creative Planning first reported a position in MSP in Q4 2013 and held it in 5 quarters. The position peaked at $15K in Q1 2015. 19 funds tracked by Wall St. Rank hold MSP as of Q1 2017.

  • Creative Planning reported no remaining Madison Strategic Sector position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 700 Madison Strategic Sector shares in Q1 2017, an estimated $8K.
  • Creative Planning first reported a position in Madison Strategic Sector in Q4 2013 and held it in 5 quarters.
  • Creative Planning's Madison Strategic Sector position peaked at $15K in Q1 2015.
  • 19 funds tracked by Wall St. Rank held Madison Strategic Sector as of Q1 2017.

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