Creative Planning
CFP

Creative Planning’s CORNERSTONE PROGRESSIVE RETURN FD COM CFP Stock Holding History

Creative Planning’s Portfolio CFP Stock Details CFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-3,128
Closed -$50K – 4075
2015
Q1 		$50K Sell
3,128
-3,096
-50% -$48K ﹤0.01% 2036
2014
Q4 		$95K Buy
6,224
+2,218
+55% +$34.1K ﹤0.01% 1579
2014
Q3 		$66K Sell
4,006
-2,962
-43% -$53.7K ﹤0.01% 1741
2014
Q2 		$128K Buy
6,968
+662
+10% +$13.1K ﹤0.01% 1278
2014
Q1 		$134K Buy
6,306
+988
+19% +$20.8K ﹤0.01% 1214
2013
Q4 		$109K Sell
5,318
-8,741
-62% -$180K ﹤0.01% 1158
2013
Q3 		$288K Buy
14,059
+2,934
+26% +$61.8K 0.01% 618
2013
Q2 		$258K Buy
+11,125
New +$263K 0.01% 603

Creative Planning's CFP Position: Q2 2015 in Review

Creative Planning sold out of CORNERSTONE PROGRESSIVE RETURN FD COM (CFP) in Q2 2015, closing a stake of 3,128 shares — an estimated $50K sold.

Creative Planning first reported a position in CFP in Q2 2013 and held it in 8 quarters. The position peaked at $288K in Q3 2013. 0 funds tracked by Wall St. Rank hold CFP as of Q2 2015.

  • Creative Planning reported no remaining CORNERSTONE PROGRESSIVE RETURN FD COM position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 3,128 CORNERSTONE PROGRESSIVE RETURN FD COM shares in Q2 2015, an estimated $50K.
  • Creative Planning first reported a position in CORNERSTONE PROGRESSIVE RETURN FD COM in Q2 2013 and held it in 8 quarters.
  • Creative Planning's CORNERSTONE PROGRESSIVE RETURN FD COM position peaked at $288K in Q3 2013.
  • 0 funds tracked by Wall St. Rank held CORNERSTONE PROGRESSIVE RETURN FD COM as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.