Creative Planning’s NUVEEN CALIF MUN MKT OPPOR FD NCO Stock Holding History

Creative Planning’s Portfolio NCO Stock Details NCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-5,000	Closed	-$71K	–	4144
2014 Q1	$71K	Hold	5,000	–	–	﹤0.01%	1604
2013 Q4	$68K	Hold	5,000	–	–	﹤0.01%	1421
2013 Q3	$70K	Buy	+5,000	New	+$68.3K	﹤0.01%	1328

Creative Planning's NCO Position: Q2 2014 in Review

Creative Planning sold out of NUVEEN CALIF MUN MKT OPPOR FD (NCO) in Q2 2014, closing a stake of 5,000 shares — an estimated $71K sold.

Creative Planning first reported a position in NCO in Q3 2013 and held it in 3 quarters. The position peaked at $71K in Q1 2014. 0 funds tracked by Wall St. Rank hold NCO as of Q2 2014.

Creative Planning reported no remaining NUVEEN CALIF MUN MKT OPPOR FD position as of Q2 2014 after selling out during the quarter.
Creative Planning sold 5,000 NUVEEN CALIF MUN MKT OPPOR FD shares in Q2 2014, an estimated $71K.
Creative Planning first reported a position in NUVEEN CALIF MUN MKT OPPOR FD in Q3 2013 and held it in 3 quarters.
Creative Planning's NUVEEN CALIF MUN MKT OPPOR FD position peaked at $71K in Q1 2014.
0 funds tracked by Wall St. Rank held NUVEEN CALIF MUN MKT OPPOR FD as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.