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

Creative Planning’s Portfolio NCP Stock Details NCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-6,788	Closed	-$94K	–	4145
2014 Q1	$94K	Hold	6,788	–	–	﹤0.01%	1440
2013 Q4	$90K	Buy	6,788 +3,150	+87%	+$42K	﹤0.01%	1261
2013 Q3	$49K	Buy	+3,638	New	+$48.4K	﹤0.01%	1525

Creative Planning's NCP Position: Q2 2014 in Review

Creative Planning sold out of NUVEEN CALIF PERF MUNI FUND (NCP) in Q2 2014, closing a stake of 6,788 shares — an estimated $94K sold.

Creative Planning first reported a position in NCP in Q3 2013 and held it in 3 quarters. The position peaked at $94K in Q1 2014. 0 funds tracked by Wall St. Rank hold NCP as of Q2 2014.

Creative Planning reported no remaining NUVEEN CALIF PERF MUNI FUND position as of Q2 2014 after selling out during the quarter.
Creative Planning sold 6,788 NUVEEN CALIF PERF MUNI FUND shares in Q2 2014, an estimated $94K.
Creative Planning first reported a position in NUVEEN CALIF PERF MUNI FUND in Q3 2013 and held it in 3 quarters.
Creative Planning's NUVEEN CALIF PERF MUNI FUND position peaked at $94K in Q1 2014.
0 funds tracked by Wall St. Rank held NUVEEN CALIF PERF MUNI FUND as of Q2 2014.

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