Creative Planning’s AMER STRATEGIC INCM PTFL-III CSP Stock Holding History

Creative Planning’s Portfolio CSP Stock Details CSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-47	Closed	–	–	4340
2014 Q2	$0	Buy	47 +1	+2%	+$7	﹤0.01%	4130
2014 Q1	$0	Buy	46 +1	+2%	+$7	﹤0.01%	3904
2013 Q4	$0	Buy	45 +1	+2%	+$7	﹤0.01%	3638
2013 Q3	$0	Buy	44 +1	+2%	+$7	﹤0.01%	3490
2013 Q2	$0	Buy	+43	New	+$311	﹤0.01%	3183

Creative Planning's CSP Position: Q3 2014 in Review

Creative Planning sold out of AMER STRATEGIC INCM PTFL-III (CSP) in Q3 2014, closing a stake of 47 shares.

Creative Planning first reported a position in CSP in Q2 2013 and held it in 5 quarters. The position peaked at $0 in Q2 2014. 0 funds tracked by Wall St. Rank hold CSP as of Q3 2014.

Creative Planning reported no remaining AMER STRATEGIC INCM PTFL-III position as of Q3 2014 after selling out during the quarter.
Creative Planning sold 47 AMER STRATEGIC INCM PTFL-III shares in Q3 2014.
Creative Planning first reported a position in AMER STRATEGIC INCM PTFL-III in Q2 2013 and held it in 5 quarters.
Creative Planning's AMER STRATEGIC INCM PTFL-III position peaked at $0 in Q2 2014.
0 funds tracked by Wall St. Rank held AMER STRATEGIC INCM PTFL-III as of Q3 2014.

Based on Creative Planning's 13F filing for Q3 2014, filed 10 Oct 2014.