Creative Planning’s T-Mobile US, Inc.5.50% Mandatory Convertible Preferred Stock, Series A TMUSP Stock Holding History

Creative Planning’s Portfolio TMUSP Stock Details TMUSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-26	Closed	-$2K	–	4643
2016 Q1	$2K	Hold	26	–	–	﹤0.01%	4043
2015 Q4	$2K	Buy	+26	New	+$1.74K	﹤0.01%	4116

Other funds holding TMUSP

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $3.43B AUM 14.75% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

AGC

Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Creative Planning's TMUSP Position: Q2 2016 in Review

Creative Planning sold out of T-Mobile US, Inc.5.50% Mandatory Convertible Preferred Stock, Series A (TMUSP) in Q2 2016, closing a stake of 26 shares — an estimated $2K sold.

Creative Planning first reported a position in TMUSP in Q4 2015 and held it in 2 quarters. The position peaked at $2K in Q1 2016. 52 funds tracked by Wall St. Rank hold TMUSP as of Q2 2016.

Creative Planning reported no remaining T-Mobile US, Inc.5.50% Mandatory Convertible Preferred Stock, Series A position as of Q2 2016 after selling out during the quarter.
Creative Planning sold 26 T-Mobile US, Inc.5.50% Mandatory Convertible Preferred Stock, Series A shares in Q2 2016, an estimated $2K.
Creative Planning first reported a position in T-Mobile US, Inc.5.50% Mandatory Convertible Preferred Stock, Series A in Q4 2015 and held it in 2 quarters.
Creative Planning's T-Mobile US, Inc.5.50% Mandatory Convertible Preferred Stock, Series A position peaked at $2K in Q1 2016.
52 funds tracked by Wall St. Rank held T-Mobile US, Inc.5.50% Mandatory Convertible Preferred Stock, Series A as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.