Creative Planning’s NV ENERGY, INC NVE Stock Holding History

Creative Planning’s Portfolio NVE Stock Details NVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-7,739	Closed	-$183K	–	3659
2013 Q3	$183K	Sell	7,739 -185	-2%	-$4.37K	﹤0.01%	803
2013 Q2	$186K	Buy	+7,924	New	+$172K	﹤0.01%	708

Other funds holding NVE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Creative Planning's NVE Position: Q4 2013 in Review

Creative Planning sold out of NV ENERGY, INC (NVE) in Q4 2013, closing a stake of 7,739 shares — an estimated $183K sold.

Creative Planning first reported a position in NVE in Q2 2013 and held it in 2 quarters. The position peaked at $186K in Q2 2013. 3 funds tracked by Wall St. Rank hold NVE as of Q4 2013.

Creative Planning reported no remaining NV ENERGY, INC position as of Q4 2013 after selling out during the quarter.
Creative Planning sold 7,739 NV ENERGY, INC shares in Q4 2013, an estimated $183K.
Creative Planning first reported a position in NV ENERGY, INC in Q2 2013 and held it in 2 quarters.
Creative Planning's NV ENERGY, INC position peaked at $186K in Q2 2013.
3 funds tracked by Wall St. Rank held NV ENERGY, INC as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.