Creative Planning’s Blackrock Muni 2018 Term Tr BPK Stock Holding History

Creative Planning’s Portfolio BPK Stock Details BPK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-500	Closed	-$8K	–	4362
2017 Q2	$8K	Sell	500 -9,265	-95%	-$139K	﹤0.01%	3790
2017 Q1	$147K	Hold	9,765	–	–	﹤0.01%	1700
2016 Q4	$146K	Sell	9,765 -2,800	-22%	-$42.2K	﹤0.01%	1600
2016 Q3	$191K	Buy	12,565 +7,065	+128%	+$108K	﹤0.01%	1425
2016 Q2	$84K	Hold	5,500	–	–	﹤0.01%	1789
2016 Q1	$84K	Hold	5,500	–	–	﹤0.01%	1737
2015 Q4	$85K	Hold	5,500	–	–	﹤0.01%	1740
2015 Q3	$85K	Buy	+5,500	New	+$84.8K	﹤0.01%	1685
2015 Q2	–	Sell	-5,500	Closed	-$88K	–	3589
2015 Q1	$88K	Buy	5,500 +5,000	+1,000%	+$80.3K	﹤0.01%	1641
2014 Q4	$8K	Hold	500	–	–	﹤0.01%	3270
2014 Q3	$8K	Hold	500	–	–	﹤0.01%	3098
2014 Q2	$8K	Buy	500 +250	+100%	+$4.06K	﹤0.01%	3012
2014 Q1	$4K	Hold	250	–	–	﹤0.01%	3215
2013 Q4	$4K	Hold	250	–	–	﹤0.01%	2951
2013 Q3	$4K	Hold	250	–	–	﹤0.01%	2836
2013 Q2	$4K	Buy	+250	New	+$4.1K	﹤0.01%	2651

Other funds holding BPK

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Creative Planning's BPK Position: Q3 2017 in Review

Creative Planning sold out of Blackrock Muni 2018 Term Tr (BPK) in Q3 2017, closing a stake of 500 shares — an estimated $8K sold.

Creative Planning first reported a position in BPK in Q2 2013 and held it in 16 quarters. The position peaked at $191K in Q3 2016. 39 funds tracked by Wall St. Rank hold BPK as of Q3 2017.

Creative Planning reported no remaining Blackrock Muni 2018 Term Tr position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 500 Blackrock Muni 2018 Term Tr shares in Q3 2017, an estimated $8K.
Creative Planning first reported a position in Blackrock Muni 2018 Term Tr in Q2 2013 and held it in 16 quarters.
Creative Planning's Blackrock Muni 2018 Term Tr position peaked at $191K in Q3 2016.
39 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q3 2017.

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