Creative Planning
SGF

Creative Planning’s Aberdeen Singapore Fund SGF Stock Holding History

Creative Planning’s Portfolio SGF Stock Details SGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-21
Closed – – 5122
2016
Q3 		$0 Hold
21
– – ﹤0.01% 4967
2016
Q2 		$0 Hold
21
– – ﹤0.01% 4776
2016
Q1 		$0 Hold
21
– – ﹤0.01% 4841
2015
Q4 		$0 Sell
21
-500
-96% -$4.5K ﹤0.01% 4879
2015
Q3 		$5K Buy
+521
New +$5.14K ﹤0.01% 3684
2015
Q1 		– Sell
-100
Closed -$1K – 4690
2014
Q4 		$1K Hold
100
– – ﹤0.01% 4109
2014
Q3 		$1K Buy
+100
New +$1.31K ﹤0.01% 3967
2014
Q1 		– Sell
-150
Closed -$2K – 3958
2013
Q4 		$2K Buy
+150
New +$1.97K ﹤0.01% 3182

Other funds holding SGF

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $3.37M AUM 56.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Creative Planning's SGF Position: Q4 2016 in Review

Creative Planning sold out of Aberdeen Singapore Fund (SGF) in Q4 2016, closing a stake of 21 shares.

Creative Planning first reported a position in SGF in Q4 2013 and held it in 8 quarters. The position peaked at $5K in Q3 2015. 29 funds tracked by Wall St. Rank hold SGF as of Q4 2016.

  • Creative Planning reported no remaining Aberdeen Singapore Fund position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 21 Aberdeen Singapore Fund shares in Q4 2016.
  • Creative Planning first reported a position in Aberdeen Singapore Fund in Q4 2013 and held it in 8 quarters.
  • Creative Planning's Aberdeen Singapore Fund position peaked at $5K in Q3 2015.
  • 29 funds tracked by Wall St. Rank held Aberdeen Singapore Fund as of Q4 2016.

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