Creative Planning’s NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND JMLP Stock Holding History

Creative Planning’s Portfolio JMLP Stock Details JMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-5,500	Closed	-$51K	–	4212
2017 Q2	$51K	Hold	5,500	–	–	﹤0.01%	2502
2017 Q1	$58K	Hold	5,500	–	–	﹤0.01%	2375
2016 Q4	$55K	Sell	5,500 -130	-2%	-$1.23K	﹤0.01%	2324
2016 Q3	$55K	Buy	5,630 +130	+2%	+$1.21K	﹤0.01%	2294
2016 Q2	$51K	Hold	5,500	–	–	﹤0.01%	2130
2016 Q1	$37K	Hold	5,500	–	–	﹤0.01%	2318
2015 Q4	$38K	Hold	5,500	–	–	﹤0.01%	2348
2015 Q3	$54K	Buy	+5,500	New	+$67.5K	﹤0.01%	1991

Other funds holding JMLP

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

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

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

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

Creative Planning's JMLP Position: Q3 2017 in Review

Creative Planning sold out of NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND (JMLP) in Q3 2017, closing a stake of 5,500 shares — an estimated $51K sold.

Creative Planning first reported a position in JMLP in Q3 2015 and held it in 8 quarters. The position peaked at $58K in Q1 2017. 18 funds tracked by Wall St. Rank hold JMLP as of Q3 2017.

Creative Planning reported no remaining NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 5,500 NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND shares in Q3 2017, an estimated $51K.
Creative Planning first reported a position in NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND in Q3 2015 and held it in 8 quarters.
Creative Planning's NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position peaked at $58K in Q1 2017.
18 funds tracked by Wall St. Rank held NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.