Creative Planning

Creative Planning’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

Creative Planning’s Portfolio NML Stock Details NML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-5,000	Closed	-$46K	–	4760
2016 Q3	$46K	Hold	5,000	–	–	﹤0.01%	2430
2016 Q2	$42K	Hold	5,000	–	–	﹤0.01%	2265
2016 Q1	$35K	Hold	5,000	–	–	﹤0.01%	2348
2015 Q4	$41K	Sell	5,000 -7,819	-61%	-$85.2K	﹤0.01%	2279
2015 Q3	$153K	Buy	+12,819	New	+$188K	﹤0.01%	1340
2015 Q2	–	Sell	-5,137	Closed	-$91K	–	2351
2015 Q1	$91K	Sell	5,137 -2,213	-30%	-$40.4K	﹤0.01%	1629
2014 Q4	$129K	Buy	+7,350	New	+$144K	﹤0.01%	1409

Other funds holding NML

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return