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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
Sell
-120
Closed -$3K 4611
2015
Q4
$3K Sell
120
-80
-40% -$2K ﹤0.01% 3888
2015
Q3
$5K Buy
+200
New +$5K ﹤0.01% 3626
2013
Q4
Sell
-400
Closed -$22K 3601
2013
Q3
$22K Buy
+400
New +$22K ﹤0.01% 2050