Creative Planning
TKF

Creative Planning’s Turkish Inv Fund TKF Stock Holding History

Creative Planning’s Portfolio TKF Stock Details TKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-28
Closed – – 5076
2016
Q4 		$0 Buy
+28
New +$205 ﹤0.01% 5018
2015
Q4 		– Sell
-1,000
Closed -$8K – 4723
2015
Q3 		$8K Buy
+1,000
New +$8.78K ﹤0.01% 3390

Other funds holding TKF

MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
ICM
Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

Creative Planning's TKF Position: Q1 2017 in Review

Creative Planning sold out of Turkish Inv Fund (TKF) in Q1 2017, closing a stake of 28 shares.

Creative Planning first reported a position in TKF in Q3 2015 and held it in 2 quarters. The position peaked at $8K in Q3 2015. 25 funds tracked by Wall St. Rank hold TKF as of Q1 2017.

  • Creative Planning reported no remaining Turkish Inv Fund position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 28 Turkish Inv Fund shares in Q1 2017.
  • Creative Planning first reported a position in Turkish Inv Fund in Q3 2015 and held it in 2 quarters.
  • Creative Planning's Turkish Inv Fund position peaked at $8K in Q3 2015.
  • 25 funds tracked by Wall St. Rank held Turkish Inv Fund as of Q1 2017.

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