Creative Planning
CCXE

Creative Planning’s WISDOMTREE COMMODITY COUNTRY EQUITY FND (DE) CCXE Stock Holding History

Creative Planning’s Portfolio CCXE Stock Details CCXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-10
Closed – – 4391
2014
Q2 		$0 Buy
+10
New +$317 ﹤0.01% 4201
2013
Q4 		– Sell
-1,555
Closed -$48K – 3712
2013
Q3 		$48K Buy
+1,555
New +$45.6K ﹤0.01% 1545

Other funds holding CCXE

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

Creative Planning's CCXE Position: Q3 2014 in Review

Creative Planning sold out of WISDOMTREE COMMODITY COUNTRY EQUITY FND (DE) (CCXE) in Q3 2014, closing a stake of 10 shares.

Creative Planning first reported a position in CCXE in Q3 2013 and held it in 2 quarters. The position peaked at $48K in Q3 2013. 12 funds tracked by Wall St. Rank hold CCXE as of Q3 2014.

  • Creative Planning reported no remaining WISDOMTREE COMMODITY COUNTRY EQUITY FND (DE) position as of Q3 2014 after selling out during the quarter.
  • Creative Planning sold 10 WISDOMTREE COMMODITY COUNTRY EQUITY FND (DE) shares in Q3 2014.
  • Creative Planning first reported a position in WISDOMTREE COMMODITY COUNTRY EQUITY FND (DE) in Q3 2013 and held it in 2 quarters.
  • Creative Planning's WISDOMTREE COMMODITY COUNTRY EQUITY FND (DE) position peaked at $48K in Q3 2013.
  • 12 funds tracked by Wall St. Rank held WISDOMTREE COMMODITY COUNTRY EQUITY FND (DE) as of Q3 2014.

Based on Creative Planning's 13F filing for Q3 2014, filed 10 Oct 2014.