Creative Planning’s Pacholder High Yield PHF Stock Holding History

Creative Planning’s Portfolio PHF Stock Details PHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-7,900	Closed	-$63K	–	4728
2017 Q2	$63K	Hold	7,900	–	–	﹤0.01%	2340
2017 Q1	$61K	Hold	7,900	–	–	﹤0.01%	2335
2016 Q4	$57K	Hold	7,900	–	–	﹤0.01%	2299
2016 Q3	$56K	Hold	7,900	–	–	﹤0.01%	2282
2016 Q2	$56K	Hold	7,900	–	–	﹤0.01%	2070
2016 Q1	$50K	Hold	7,900	–	–	﹤0.01%	2119
2015 Q4	$48K	Hold	7,900	–	–	﹤0.01%	2161
2015 Q3	$50K	Buy	+7,900	New	+$52.5K	﹤0.01%	2046
2015 Q2	–	Sell	-11,375	Closed	-$84K	–	4232
2015 Q1	$84K	Buy	11,375 +2,675	+31%	+$20.1K	﹤0.01%	1678
2014 Q4	$64K	Sell	8,700 -8,900	-51%	-$67.8K	﹤0.01%	1839
2014 Q3	$138K	Buy	17,600 +9,700	+123%	+$82.4K	﹤0.01%	1274
2014 Q2	$71K	Hold	7,900	–	–	﹤0.01%	1657
2014 Q1	$65K	Sell	7,900 -4,320	-35%	-$35K	﹤0.01%	1652
2013 Q4	$96K	Hold	12,220	–	–	﹤0.01%	1216
2013 Q3	$98K	Hold	12,220	–	–	﹤0.01%	1131
2013 Q2	$104K	Buy	+12,220	New	+$109K	﹤0.01%	974

Creative Planning's PHF Position: Q3 2017 in Review

Creative Planning sold out of Pacholder High Yield (PHF) in Q3 2017, closing a stake of 7,900 shares — an estimated $63K sold.

Creative Planning first reported a position in PHF in Q2 2013 and held it in 16 quarters. The position peaked at $138K in Q3 2014. 0 funds tracked by Wall St. Rank hold PHF as of Q3 2017.

Creative Planning reported no remaining Pacholder High Yield position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 7,900 Pacholder High Yield shares in Q3 2017, an estimated $63K.
Creative Planning first reported a position in Pacholder High Yield in Q2 2013 and held it in 16 quarters.
Creative Planning's Pacholder High Yield position peaked at $138K in Q3 2014.
0 funds tracked by Wall St. Rank held Pacholder High Yield as of Q3 2017.

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