Creative Planning

Creative Planning’s RETAIL OPPORTUNITY INVESTMENTS CORP WTS EXP 10/17/2011 (MD) ROICW Stock Holding History

Creative Planning’s Portfolio ROICW Stock Details ROICW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell
2014 Q3	$120K	Buy
2014 Q2	$64K	Sell
2014 Q1	$157K	Buy