Creative Planning’s NUVEEN CALIF PERF MUNI FUND NCP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-6,788	Closed	-$94K	–	3987
2014 Q1	$94K	Hold	6,788	–	–	﹤0.01%	1436
2013 Q4	$90K	Buy	6,788 +3,150	+87%	+$41.8K	﹤0.01%	1261
2013 Q3	$49K	Buy	+3,638	New	+$49K	﹤0.01%	1525