Creative Planning’s TRANSAMERICA INCOME SHS INC TAI Stock Holding History

Creative Planning’s Portfolio TAI Stock Details TAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-33	Closed	-$1K	–	4812
2015 Q3	$1K	Buy	+33	New	+$716	﹤0.01%	4250
2015 Q2	–	Sell	-33	Closed	-$1K	–	3978
2015 Q1	$1K	Buy	+33	New	+$673	﹤0.01%	4149

Creative Planning's TAI Position: Q4 2015 in Review

Creative Planning sold out of TRANSAMERICA INCOME SHS INC (TAI) in Q4 2015, closing a stake of 33 shares — an estimated $1K sold.

Creative Planning first reported a position in TAI in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q3 2015. 0 funds tracked by Wall St. Rank hold TAI as of Q4 2015.

Creative Planning reported no remaining TRANSAMERICA INCOME SHS INC position as of Q4 2015 after selling out during the quarter.
Creative Planning sold 33 TRANSAMERICA INCOME SHS INC shares in Q4 2015, an estimated $1K.
Creative Planning first reported a position in TRANSAMERICA INCOME SHS INC in Q1 2015 and held it in 2 quarters.
Creative Planning's TRANSAMERICA INCOME SHS INC position peaked at $1K in Q3 2015.
0 funds tracked by Wall St. Rank held TRANSAMERICA INCOME SHS INC as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.