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
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
2015
Q1 		$50K Sell
2014
Q4 		$95K Buy
2014
Q3 		$66K Sell
2014
Q2 		$128K Buy
2014
Q1 		$134K Buy
2013
Q4 		$109K Sell
2013
Q3 		$288K Buy
2013
Q2 		$258K Buy