Creative Planning
MPV

Creative Planning’s Barings Participation Investors MPV Stock Holding History

Creative Planning’s Portfolio MPV Stock Details MPV Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
2016
Q4 		$5K Buy
2016
Q3 		– Sell
2016
Q2 		$118K Buy
2016
Q1 		$112K Buy
2015
Q4 		$106K Sell
2015
Q3 		$103K Buy
2015
Q2 		– Sell
2015
Q1 		$95K Buy