Creative Planning’s NUVEEN CALIF QUAL INCM MUNI FD NUC Stock Holding History

Creative Planning’s Portfolio NUC Stock Details NUC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-9,071	Closed	-$134K	–	4146
2014 Q1	$134K	Hold	9,071	–	–	﹤0.01%	1215
2013 Q4	$130K	Buy	9,071 +2,967	+49%	+$42.4K	﹤0.01%	1059
2013 Q3	$87K	Buy	6,104 +5,003	+454%	+$71.4K	﹤0.01%	1199
2013 Q2	$17K	Buy	+1,101	New	+$18K	﹤0.01%	2038

Creative Planning's NUC Position: Q2 2014 in Review

Creative Planning sold out of NUVEEN CALIF QUAL INCM MUNI FD (NUC) in Q2 2014, closing a stake of 9,071 shares — an estimated $134K sold.

Creative Planning first reported a position in NUC in Q2 2013 and held it in 4 quarters. The position peaked at $134K in Q1 2014. 0 funds tracked by Wall St. Rank hold NUC as of Q2 2014.

Creative Planning reported no remaining NUVEEN CALIF QUAL INCM MUNI FD position as of Q2 2014 after selling out during the quarter.
Creative Planning sold 9,071 NUVEEN CALIF QUAL INCM MUNI FD shares in Q2 2014, an estimated $134K.
Creative Planning first reported a position in NUVEEN CALIF QUAL INCM MUNI FD in Q2 2013 and held it in 4 quarters.
Creative Planning's NUVEEN CALIF QUAL INCM MUNI FD position peaked at $134K in Q1 2014.
0 funds tracked by Wall St. Rank held NUVEEN CALIF QUAL INCM MUNI FD as of Q2 2014.

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