Creative Planning
VCF

Creative Planning’s Delaware Investments Colorado Municipal Income Fund VCF Stock Holding History

Creative Planning’s Portfolio VCF Stock Details VCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-5,000
Closed -$70K – 4870
2015
Q3 		$70K Buy
+5,000
New +$68.4K ﹤0.01% 1819

Other funds holding VCF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's VCF Position: Q4 2015 in Review

Creative Planning sold out of Delaware Investments Colorado Municipal Income Fund (VCF) in Q4 2015, closing a stake of 5,000 shares — an estimated $70K sold.

Creative Planning first reported a position in VCF in Q3 2015 and held it in 1 quarter. The position peaked at $70K in Q3 2015. 12 funds tracked by Wall St. Rank hold VCF as of Q4 2015.

  • Creative Planning reported no remaining Delaware Investments Colorado Municipal Income Fund position as of Q4 2015 after selling out during the quarter.
  • Creative Planning sold 5,000 Delaware Investments Colorado Municipal Income Fund shares in Q4 2015, an estimated $70K.
  • Creative Planning first reported a position in Delaware Investments Colorado Municipal Income Fund in Q3 2015 and held it in 1 quarter.
  • Creative Planning's Delaware Investments Colorado Municipal Income Fund position peaked at $70K in Q3 2015.
  • 12 funds tracked by Wall St. Rank held Delaware Investments Colorado Municipal Income Fund as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.