Creative Planning’s SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF BABS Stock Holding History

Creative Planning’s Portfolio BABS Stock Details BABS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-150	Closed	-$9K	–	4733
2015 Q4	$9K	Buy	+150	New	+$8.94K	﹤0.01%	3390
2015 Q2	–	Sell	-686	Closed	-$44K	–	3842
2015 Q1	$44K	Buy	+686	New	+$43.8K	﹤0.01%	2107

Other funds holding BABS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Creative Planning's BABS Position: Q1 2016 in Review

Creative Planning sold out of SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF (BABS) in Q1 2016, closing a stake of 150 shares — an estimated $9K sold.

Creative Planning first reported a position in BABS in Q1 2015 and held it in 2 quarters. The position peaked at $44K in Q1 2015. 21 funds tracked by Wall St. Rank hold BABS as of Q1 2016.

Creative Planning reported no remaining SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF position as of Q1 2016 after selling out during the quarter.
Creative Planning sold 150 SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF shares in Q1 2016, an estimated $9K.
Creative Planning first reported a position in SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF in Q1 2015 and held it in 2 quarters.
Creative Planning's SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF position peaked at $44K in Q1 2015.
21 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.