Creative Planning
CFD

Creative Planning’s Nuveen Diversified Commodity Fnd CFD Stock Holding History

Creative Planning’s Portfolio CFD Stock Details CFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-6,575
Closed -$65K – 5005
2016
Q2 		$65K Buy
+6,575
New +$61.5K ﹤0.01% 1965

Other funds holding CFD

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OTC
Opera Trading Capital Paris, France $419M AUM 0.58% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Creative Planning's CFD Position: Q3 2016 in Review

Creative Planning sold out of Nuveen Diversified Commodity Fnd (CFD) in Q3 2016, closing a stake of 6,575 shares — an estimated $65K sold.

Creative Planning first reported a position in CFD in Q2 2016 and held it in 1 quarter. The position peaked at $65K in Q2 2016. 20 funds tracked by Wall St. Rank hold CFD as of Q3 2016.

  • Creative Planning reported no remaining Nuveen Diversified Commodity Fnd position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 6,575 Nuveen Diversified Commodity Fnd shares in Q3 2016, an estimated $65K.
  • Creative Planning first reported a position in Nuveen Diversified Commodity Fnd in Q2 2016 and held it in 1 quarter.
  • Creative Planning's Nuveen Diversified Commodity Fnd position peaked at $65K in Q2 2016.
  • 20 funds tracked by Wall St. Rank held Nuveen Diversified Commodity Fnd as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.