Creative Planning’s NUVEEN GLOBAL EQUITY INCOME FUND JGV Stock Holding History

Creative Planning’s Portfolio JGV Stock Details JGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-189	Closed	-$3K	–	4635
2014 Q3	$3K	Hold	189	–	–	﹤0.01%	3606
2014 Q2	$3K	Sell	189 -900	-83%	-$12.5K	﹤0.01%	3481
2014 Q1	$14K	Hold	1,089	–	–	﹤0.01%	2607
2013 Q4	$14K	Buy	1,089 +189	+21%	+$2.5K	﹤0.01%	2411
2013 Q3	$12K	Buy	+900	New	+$11.6K	﹤0.01%	2393

Other funds holding JGV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Creative Planning's JGV Position: Q4 2014 in Review

Creative Planning sold out of NUVEEN GLOBAL EQUITY INCOME FUND (JGV) in Q4 2014, closing a stake of 189 shares — an estimated $3K sold.

Creative Planning first reported a position in JGV in Q3 2013 and held it in 5 quarters. The position peaked at $14K in Q1 2014. 41 funds tracked by Wall St. Rank hold JGV as of Q4 2014.

Creative Planning reported no remaining NUVEEN GLOBAL EQUITY INCOME FUND position as of Q4 2014 after selling out during the quarter.
Creative Planning sold 189 NUVEEN GLOBAL EQUITY INCOME FUND shares in Q4 2014, an estimated $3K.
Creative Planning first reported a position in NUVEEN GLOBAL EQUITY INCOME FUND in Q3 2013 and held it in 5 quarters.
Creative Planning's NUVEEN GLOBAL EQUITY INCOME FUND position peaked at $14K in Q1 2014.
41 funds tracked by Wall St. Rank held NUVEEN GLOBAL EQUITY INCOME FUND as of Q4 2014.

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