Creative Planning
CU

Creative Planning’s FIRST TRUST ISE GLOBAL COPPER INDEX FD CU Stock Holding History

Creative Planning’s Portfolio CU Stock Details CU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
2015
Q1 		$21K Buy
2014
Q4 		$2K Hold
2014
Q3 		$2K Sell
2014
Q2 		$606K Buy
2014
Q1 		$224K Buy
2013
Q4 		$2K Buy