Creative Planning
DVM

Creative Planning’s COHEN & STEERS DIV MAJORS FUND INC DVM Stock Holding History

Creative Planning’s Portfolio DVM Stock Details DVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-2,224
Closed -$34K – 4141
2014
Q1 		$34K Hold
2,224
– – ﹤0.01% 2069
2013
Q4 		$32K Hold
2,224
– – ﹤0.01% 1920
2013
Q3 		$30K Hold
2,224
– – ﹤0.01% 1863
2013
Q2 		$32K Buy
+2,224
New +$33.3K ﹤0.01% 1653

Creative Planning's DVM Position: Q2 2014 in Review

Creative Planning sold out of COHEN & STEERS DIV MAJORS FUND INC (DVM) in Q2 2014, closing a stake of 2,224 shares — an estimated $34K sold.

Creative Planning first reported a position in DVM in Q2 2013 and held it in 4 quarters. The position peaked at $34K in Q1 2014. 0 funds tracked by Wall St. Rank hold DVM as of Q2 2014.

  • Creative Planning reported no remaining COHEN & STEERS DIV MAJORS FUND INC position as of Q2 2014 after selling out during the quarter.
  • Creative Planning sold 2,224 COHEN & STEERS DIV MAJORS FUND INC shares in Q2 2014, an estimated $34K.
  • Creative Planning first reported a position in COHEN & STEERS DIV MAJORS FUND INC in Q2 2013 and held it in 4 quarters.
  • Creative Planning's COHEN & STEERS DIV MAJORS FUND INC position peaked at $34K in Q1 2014.
  • 0 funds tracked by Wall St. Rank held COHEN & STEERS DIV MAJORS FUND INC as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.