Creative Planning’s DOW 30 PREMIUM & DIVIDEND INCOME FUND INC DPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
-10,009
Closed -$156K 4559
2014
Q3
$156K Buy
10,009
+4,250
+74% +$67.4K ﹤0.01% 1208
2014
Q2
$92K Buy
5,759
+1,520
+36% +$24.4K ﹤0.01% 1492
2014
Q1
$68K Buy
4,239
+3,739
+748% +$57.8K ﹤0.01% 1626
2013
Q4
$8K Buy
+500
New +$7.65K ﹤0.01% 2686

Creative Planning's DPD Position: Q4 2014 in Review

Creative Planning sold out of DOW 30 PREMIUM & DIVIDEND INCOME FUND INC (DPD) in Q4 2014, closing a stake of 10,009 shares — an estimated $156K sold.

Creative Planning first reported a position in DPD in Q4 2013 and held it in 4 quarters. The position peaked at $156K in Q3 2014. 0 funds tracked by Wall St. Rank hold DPD as of Q4 2014.

  • Creative Planning reported no remaining DOW 30 PREMIUM & DIVIDEND INCOME FUND INC position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 10,009 DOW 30 PREMIUM & DIVIDEND INCOME FUND INC shares in Q4 2014, an estimated $156K.
  • Creative Planning first reported a position in DOW 30 PREMIUM & DIVIDEND INCOME FUND INC in Q4 2013 and held it in 4 quarters.
  • Creative Planning's DOW 30 PREMIUM & DIVIDEND INCOME FUND INC position peaked at $156K in Q3 2014.
  • 0 funds tracked by Wall St. Rank held DOW 30 PREMIUM & DIVIDEND INCOME FUND INC as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.