Creative Planning

Creative Planning’s BLACKROCK NEW YORK MUNICIPAL INCOME QUALITY TRUST BSE Stock Holding History

Creative Planning’s Portfolio BSE Stock Details BSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,000	Closed	-$27K	–	4652
2017 Q2	$27K	Hold	2,000	–	–	﹤0.01%	2977
2017 Q1	$26K	Hold	2,000	–	–	﹤0.01%	2966
2016 Q4	$26K	Hold	2,000	–	–	﹤0.01%	2914
2016 Q3	$29K	Buy	+2,000	New	+$29.9K	﹤0.01%	2782

Other funds holding BSE

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Focused Wealth Management Newburgh, New York $957M AUM 18.71% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Curi RMB Capital Chicago, Illinois $5.61B AUM 18.93% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return