Creative Planning’s ETRACS Monthly Pay 2xLeveraged Wells Fargo MLP Ex-Energy ETN LMLP Stock Holding History

Creative Planning’s Portfolio LMLP Stock Details LMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-200	Closed	-$3K	–	5136
2017 Q1	$3K	Hold	200	–	–	﹤0.01%	4249
2016 Q4	$2K	Hold	200	–	–	﹤0.01%	4385
2016 Q3	$2K	Hold	200	–	–	﹤0.01%	4335
2016 Q2	$2K	Hold	200	–	–	﹤0.01%	4130
2016 Q1	$2K	Buy	+200	New	+$2.08K	﹤0.01%	4070
2015 Q4	–	Sell	-500	Closed	-$7K	–	4898
2015 Q3	$7K	Buy	+500	New	+$10.1K	﹤0.01%	3487
2015 Q1	–	Sell	-1,000	Closed	-$22K	–	4726
2014 Q4	$22K	Buy	+1,000	New	+$21.8K	﹤0.01%	2601

Other funds holding LMLP

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's LMLP Position: Q2 2017 in Review

Creative Planning sold out of ETRACS Monthly Pay 2xLeveraged Wells Fargo MLP Ex-Energy ETN (LMLP) in Q2 2017, closing a stake of 200 shares — an estimated $3K sold.

Creative Planning first reported a position in LMLP in Q4 2014 and held it in 7 quarters. The position peaked at $22K in Q4 2014. 4 funds tracked by Wall St. Rank hold LMLP as of Q2 2017.

Creative Planning reported no remaining ETRACS Monthly Pay 2xLeveraged Wells Fargo MLP Ex-Energy ETN position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 200 ETRACS Monthly Pay 2xLeveraged Wells Fargo MLP Ex-Energy ETN shares in Q2 2017, an estimated $3K.
Creative Planning first reported a position in ETRACS Monthly Pay 2xLeveraged Wells Fargo MLP Ex-Energy ETN in Q4 2014 and held it in 7 quarters.
Creative Planning's ETRACS Monthly Pay 2xLeveraged Wells Fargo MLP Ex-Energy ETN position peaked at $22K in Q4 2014.
4 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Wells Fargo MLP Ex-Energy ETN as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.