Creative Planning
DM

Creative Planning’s DOLAN COMPANY COMMON STOCK DM Stock Holding History

Creative Planning’s Portfolio DM Stock Details DM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-17
Closed – – 3812
2013
Q4 		$0 Hold
17
– – ﹤0.01% 3655
2013
Q3 		$0 Hold
17
– – ﹤0.01% 3507
2013
Q2 		$0 Buy
+17
New – ﹤0.01% 3190