Creative Planning’s ClearBridge American Energy MLP CBA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-9,000	Closed	-$83K	–	4952
2016 Q4	$83K	Buy	+9,000	New	+$83K	﹤0.01%	1981
2014 Q4	–	Sell	-203	Closed	-$4K	–	4452
2014 Q3	$4K	Sell	203 -1,933	-90%	-$38.1K	﹤0.01%	3406
2014 Q2	$40K	Buy	+2,136	New	+$40K	﹤0.01%	2013