Creative Planning’s CLECO CRP (HOLDING CO) CNL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
2016
Q1
$649K Hold
2015
Q4
$614K Sell
2015
Q3
$627K Buy
2015
Q2
$622K Sell
2015
Q1
$630K Buy
2014
Q4
$628K Buy
2014
Q3
$385K Sell
2014
Q2
$1.12M Sell
2014
Q1
$968K Buy
2013
Q4
$342K Buy
2013
Q3
$148K Sell
2013
Q2
$157K Buy