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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $6.56B AUM 35.09% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Creative Planning's SCD Position: Q3 2017 in Review

Creative Planning sold out of LMP Capital and Income Fund (SCD) in Q3 2017, closing a stake of 400 shares — an estimated $6K sold.

Creative Planning first reported a position in SCD in Q2 2014 and held it in 10 quarters. The position peaked at $17K in Q4 2014. 32 funds tracked by Wall St. Rank hold SCD as of Q3 2017.

Creative Planning reported no remaining LMP Capital and Income Fund position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 400 LMP Capital and Income Fund shares in Q3 2017, an estimated $6K.
Creative Planning first reported a position in LMP Capital and Income Fund in Q2 2014 and held it in 10 quarters.
Creative Planning's LMP Capital and Income Fund position peaked at $17K in Q4 2014.
32 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.