Creative Planning’s UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) MLPW Stock Holding History

Creative Planning’s Portfolio MLPW Stock Details MLPW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-660	Closed	-$23K	–	4556
2014 Q4	$23K	Buy	+660	New	+$23.9K	﹤0.01%	2566

Other funds holding MLPW

WEC

Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return

LTFS

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Creative Planning's MLPW Position: Q1 2015 in Review

Creative Planning sold out of UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) (MLPW) in Q1 2015, closing a stake of 660 shares — an estimated $23K sold.

Creative Planning first reported a position in MLPW in Q4 2014 and held it in 1 quarter. The position peaked at $23K in Q4 2014. 5 funds tracked by Wall St. Rank hold MLPW as of Q1 2015.

Creative Planning reported no remaining UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) position as of Q1 2015 after selling out during the quarter.
Creative Planning sold 660 UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) shares in Q1 2015, an estimated $23K.
Creative Planning first reported a position in UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) in Q4 2014 and held it in 1 quarter.
Creative Planning's UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) position peaked at $23K in Q4 2014.
5 funds tracked by Wall St. Rank held UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) as of Q1 2015.

Based on Creative Planning's 13F filing for Q1 2015, filed 13 Apr 2015.