Creative Planning
MLPL

Creative Planning’s UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN MLPL Stock Holding History

Creative Planning’s Portfolio MLPL Stock Details MLPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-120
Closed -$3K – 4782
2015
Q4 		$3K Sell
120
-80
-40% -$1.92K ﹤0.01% 3975
2015
Q3 		$5K Buy
+200
New +$7K ﹤0.01% 3678
2013
Q4 		– Sell
-400
Closed -$22K – 3601
2013
Q3 		$22K Buy
+400
New +$21.3K ﹤0.01% 2050

Creative Planning's MLPL Position: Q1 2016 in Review

Creative Planning sold out of UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN (MLPL) in Q1 2016, closing a stake of 120 shares — an estimated $3K sold.

Creative Planning first reported a position in MLPL in Q3 2013 and held it in 3 quarters. The position peaked at $22K in Q3 2013. 0 funds tracked by Wall St. Rank hold MLPL as of Q1 2016.

  • Creative Planning reported no remaining UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 120 UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN shares in Q1 2016, an estimated $3K.
  • Creative Planning first reported a position in UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN in Q3 2013 and held it in 3 quarters.
  • Creative Planning's UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN position peaked at $22K in Q3 2013.
  • 0 funds tracked by Wall St. Rank held UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.