Creative Planning’s AMERN STRATEGIC INCM PORTF II BSP Stock Holding History

Creative Planning’s Portfolio BSP Stock Details BSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-977	Closed	-$9K	–	4341
2014 Q2	$9K	Hold	977	–	–	﹤0.01%	2968
2014 Q1	$8K	Hold	977	–	–	﹤0.01%	2895
2013 Q4	$8K	Hold	977	–	–	﹤0.01%	2688
2013 Q3	$8K	Hold	977	–	–	﹤0.01%	2583
2013 Q2	$8K	Buy	+977	New	+$8.58K	﹤0.01%	2389

Creative Planning's BSP Position: Q3 2014 in Review

Creative Planning sold out of AMERN STRATEGIC INCM PORTF II (BSP) in Q3 2014, closing a stake of 977 shares — an estimated $9K sold.

Creative Planning first reported a position in BSP in Q2 2013 and held it in 5 quarters. The position peaked at $9K in Q2 2014. 0 funds tracked by Wall St. Rank hold BSP as of Q3 2014.

Creative Planning reported no remaining AMERN STRATEGIC INCM PORTF II position as of Q3 2014 after selling out during the quarter.
Creative Planning sold 977 AMERN STRATEGIC INCM PORTF II shares in Q3 2014, an estimated $9K.
Creative Planning first reported a position in AMERN STRATEGIC INCM PORTF II in Q2 2013 and held it in 5 quarters.
Creative Planning's AMERN STRATEGIC INCM PORTF II position peaked at $9K in Q2 2014.
0 funds tracked by Wall St. Rank held AMERN STRATEGIC INCM PORTF II as of Q3 2014.

Based on Creative Planning's 13F filing for Q3 2014, filed 10 Oct 2014.