Creative Planning’s AMERICAN MUNI INCM PTFL INC XAA Stock Holding History

Creative Planning’s Portfolio XAA Stock Details XAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-400	Closed	-$6K	–	4598
2014 Q3	$6K	Hold	400	–	–	﹤0.01%	3258
2014 Q2	$6K	Sell	400 -275	-41%	-$3.94K	﹤0.01%	3179
2014 Q1	$10K	Buy	675 +275	+69%	+$3.83K	﹤0.01%	2779
2013 Q4	$5K	Sell	400 -1,300	-76%	-$17.4K	﹤0.01%	2881
2013 Q3	$24K	Buy	1,700 +400	+31%	+$5.48K	﹤0.01%	2005
2013 Q2	$19K	Buy	+1,300	New	+$20.1K	﹤0.01%	1979

Creative Planning's XAA Position: Q4 2014 in Review

Creative Planning sold out of AMERICAN MUNI INCM PTFL INC (XAA) in Q4 2014, closing a stake of 400 shares — an estimated $6K sold.

Creative Planning first reported a position in XAA in Q2 2013 and held it in 6 quarters. The position peaked at $24K in Q3 2013. 0 funds tracked by Wall St. Rank hold XAA as of Q4 2014.

Creative Planning reported no remaining AMERICAN MUNI INCM PTFL INC position as of Q4 2014 after selling out during the quarter.
Creative Planning sold 400 AMERICAN MUNI INCM PTFL INC shares in Q4 2014, an estimated $6K.
Creative Planning first reported a position in AMERICAN MUNI INCM PTFL INC in Q2 2013 and held it in 6 quarters.
Creative Planning's AMERICAN MUNI INCM PTFL INC position peaked at $24K in Q3 2013.
0 funds tracked by Wall St. Rank held AMERICAN MUNI INCM PTFL INC as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.