Creative Planning’s Global X Brazil Mid Cap ETF BRAZ Stock Holding History

Creative Planning’s Portfolio BRAZ Stock Details BRAZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-1,000	Closed	-$13K	–	3977
2013 Q4	$13K	Hold	1,000	–	–	﹤0.01%	2449
2013 Q3	$14K	Buy	+1,000	New	+$13.1K	﹤0.01%	2304

Other funds holding BRAZ

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

HCM

Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Creative Planning's BRAZ Position: Q1 2014 in Review

Creative Planning sold out of Global X Brazil Mid Cap ETF (BRAZ) in Q1 2014, closing a stake of 1,000 shares — an estimated $13K sold.

Creative Planning first reported a position in BRAZ in Q3 2013 and held it in 2 quarters. The position peaked at $14K in Q3 2013. 7 funds tracked by Wall St. Rank hold BRAZ as of Q1 2014.

Creative Planning reported no remaining Global X Brazil Mid Cap ETF position as of Q1 2014 after selling out during the quarter.
Creative Planning sold 1,000 Global X Brazil Mid Cap ETF shares in Q1 2014, an estimated $13K.
Creative Planning first reported a position in Global X Brazil Mid Cap ETF in Q3 2013 and held it in 2 quarters.
Creative Planning's Global X Brazil Mid Cap ETF position peaked at $14K in Q3 2013.
7 funds tracked by Wall St. Rank held Global X Brazil Mid Cap ETF as of Q1 2014.

Based on Creative Planning's 13F filing for Q1 2014, filed 11 Apr 2014.