Creative Planning
LGI

Creative Planning’s Lazard Global Total Return & Income Fund LGI Stock Holding History

Creative Planning’s Portfolio LGI Stock Details LGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,600
Closed -$22K – 4599
2016
Q4 		$22K Hold
1,600
– – ﹤0.01% 2974
2016
Q3 		$22K Hold
1,600
– – ﹤0.01% 2970
2016
Q2 		$21K Buy
+1,600
New +$21K ﹤0.01% 2736