Creative Planning
PGI

Creative Planning’s PREMIERE GLOBAL SERVICES, INC. PGI Stock Holding History

Creative Planning’s Portfolio PGI Stock Details PGI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
2015
Q3 		$15K Buy
2015
Q2 		– Sell
2015
Q1 		$13K Hold
2014
Q4 		$15K Hold
2014
Q3 		$17K Hold
2014
Q2 		$19K Hold
2014
Q1 		$17K Hold
2013
Q4 		$16K Hold
2013
Q3 		$14K Buy
2013
Q2 		$13K Buy