Creative Planning’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Creative Planning’s Portfolio ENFR Stock Details ENFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-2,050	Closed	-$54K	–	3815
2014 Q1	$54K	Hold	2,050	–	–	﹤0.01%	1749
2013 Q4	$53K	Buy	+2,050	New	+$51.2K	﹤0.01%	1568

Other funds holding ENFR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Creative Planning's ENFR Position: Q2 2014 in Review

Creative Planning sold out of Alerian Energy Infrastructure ETF (ENFR) in Q2 2014, closing a stake of 2,050 shares — an estimated $54K sold.

Creative Planning first reported a position in ENFR in Q4 2013 and held it in 2 quarters. The position peaked at $54K in Q1 2014. 3 funds tracked by Wall St. Rank hold ENFR as of Q2 2014.

Creative Planning reported no remaining Alerian Energy Infrastructure ETF position as of Q2 2014 after selling out during the quarter.
Creative Planning sold 2,050 Alerian Energy Infrastructure ETF shares in Q2 2014, an estimated $54K.
Creative Planning first reported a position in Alerian Energy Infrastructure ETF in Q4 2013 and held it in 2 quarters.
Creative Planning's Alerian Energy Infrastructure ETF position peaked at $54K in Q1 2014.
3 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q2 2014.

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