Creative Planning
PGP

Creative Planning’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

Creative Planning’s Portfolio PGP Stock Details PGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
2017
Q1 		$12K Buy
2015
Q2 		– Sell
2015
Q1 		$7K Sell
2014
Q4 		$23K Sell
2014
Q3 		$71K Sell
2014
Q2 		$208K Hold
2014
Q1 		$190K Sell
2013
Q4 		$206K Buy
2013
Q3 		$181K Sell
2013
Q2 		$184K Buy