Creative Planning’s NUVEEN CALIF SELECT QUAL MUNI NVC Stock Holding History

Creative Planning’s Portfolio NVC Stock Details NVC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-8,062	Closed	-$117K	–	4147
2014 Q1	$117K	Hold	8,062	–	–	﹤0.01%	1304
2013 Q4	$111K	Buy	8,062 +3,062	+61%	+$42.7K	﹤0.01%	1145
2013 Q3	$70K	Buy	+5,000	New	+$69.7K	﹤0.01%	1329

Creative Planning's NVC Position: Q2 2014 in Review

Creative Planning sold out of NUVEEN CALIF SELECT QUAL MUNI (NVC) in Q2 2014, closing a stake of 8,062 shares — an estimated $117K sold.

Creative Planning first reported a position in NVC in Q3 2013 and held it in 3 quarters. The position peaked at $117K in Q1 2014. 0 funds tracked by Wall St. Rank hold NVC as of Q2 2014.

Creative Planning reported no remaining NUVEEN CALIF SELECT QUAL MUNI position as of Q2 2014 after selling out during the quarter.
Creative Planning sold 8,062 NUVEEN CALIF SELECT QUAL MUNI shares in Q2 2014, an estimated $117K.
Creative Planning first reported a position in NUVEEN CALIF SELECT QUAL MUNI in Q3 2013 and held it in 3 quarters.
Creative Planning's NUVEEN CALIF SELECT QUAL MUNI position peaked at $117K in Q1 2014.
0 funds tracked by Wall St. Rank held NUVEEN CALIF SELECT QUAL MUNI as of Q2 2014.

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