Creative Planning
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Creative Planning’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Creative Planning’s Portfolio NIM Stock Details NIM Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
2017
Q4 		$136K Buy
2017
Q3 		– Sell
2017
Q2 		$7K Hold
2017
Q1 		$7K Sell
2016
Q4 		$88K Buy
2016
Q3 		$39K Buy
2014
Q1 		– Sell
2013
Q4 		$48K Buy