Creative Planning’s BlackRock MuniYield Pennsylvania Quality Fund MPA Stock Holding History

Creative Planning’s Portfolio MPA Stock Details MPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-500	Closed	-$7K	–	4332
2014 Q4	$7K	Buy	+500	New	+$7.11K	﹤0.01%	3317

Other funds holding MPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's MPA Position: Q1 2015 in Review

Creative Planning sold out of BlackRock MuniYield Pennsylvania Quality Fund (MPA) in Q1 2015, closing a stake of 500 shares — an estimated $7K sold.

Creative Planning first reported a position in MPA in Q4 2014 and held it in 1 quarter. The position peaked at $7K in Q4 2014. 27 funds tracked by Wall St. Rank hold MPA as of Q1 2015.

Creative Planning reported no remaining BlackRock MuniYield Pennsylvania Quality Fund position as of Q1 2015 after selling out during the quarter.
Creative Planning sold 500 BlackRock MuniYield Pennsylvania Quality Fund shares in Q1 2015, an estimated $7K.
Creative Planning first reported a position in BlackRock MuniYield Pennsylvania Quality Fund in Q4 2014 and held it in 1 quarter.
Creative Planning's BlackRock MuniYield Pennsylvania Quality Fund position peaked at $7K in Q4 2014.
27 funds tracked by Wall St. Rank held BlackRock MuniYield Pennsylvania Quality Fund as of Q1 2015.

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