Creative Planning
BSP

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.