Creative Planning
SCD

Creative Planning’s LMP Capital and Income Fund SCD Stock Holding History

Creative Planning’s Portfolio SCD Stock Details SCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-400
Closed -$6K – 3377
2017
Q2 		$6K Hold
400
– – ﹤0.01% 3921
2017
Q1 		$6K Hold
400
– – ﹤0.01% 3889
2016
Q4 		$5K Hold
400
– – ﹤0.01% 3969
2016
Q3 		$5K Buy
+400
New +$5.46K ﹤0.01% 3889
2016
Q1 		– Sell
-500
Closed -$6K – 4494
2015
Q4 		$6K Hold
500
– – ﹤0.01% 3603
2015
Q3 		$6K Buy
+500
New +$6.96K ﹤0.01% 3528
2015
Q2 		– Sell
-500
Closed -$8K – 2655
2015
Q1 		$8K Sell
500
-500
-50% -$8.45K ﹤0.01% 3329
2014
Q4 		$17K Buy
1,000
+500
+100% +$8.33K ﹤0.01% 2775
2014
Q3 		$8K Hold
500
– – ﹤0.01% 3078
2014
Q2 		$9K Buy
+500
New +$8.39K ﹤0.01% 2941

Other funds holding SCD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return