Creative Planning
CHAU icon

Creative Planning’s Direxion Daily CSI 300 China A Share Bull 2X ETF CHAU Stock Holding History

Creative Planning’s Portfolio CHAU Stock Details CHAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,000
Closed -$45K – 2186
2017
Q2 		$45K Hold
2,000
– – ﹤0.01% 2591
2017
Q1 		$39K Hold
2,000
– – ﹤0.01% 2657
2016
Q4 		$34K Buy
2,000
+1,500
+300% +$28.1K ﹤0.01% 2692
2016
Q3 		$9K Hold
500
– – ﹤0.01% 3570
2016
Q2 		$9K Hold
500
– – ﹤0.01% 3303
2016
Q1 		$9K Sell
500
-67
-12% -$1.08K ﹤0.01% 3274
2015
Q4 		$13K Buy
+567
New +$12.8K ﹤0.01% 3109

Other funds holding CHAU

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Creative Planning's CHAU Position: Q3 2017 in Review

Creative Planning sold out of Direxion Daily CSI 300 China A Share Bull 2X ETF (CHAU) in Q3 2017, closing a stake of 2,000 shares — an estimated $45K sold.

Creative Planning first reported a position in CHAU in Q4 2015 and held it in 7 quarters. The position peaked at $45K in Q2 2017. 7 funds tracked by Wall St. Rank hold CHAU as of Q3 2017.

  • Creative Planning reported no remaining Direxion Daily CSI 300 China A Share Bull 2X ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,000 Direxion Daily CSI 300 China A Share Bull 2X ETF shares in Q3 2017, an estimated $45K.
  • Creative Planning first reported a position in Direxion Daily CSI 300 China A Share Bull 2X ETF in Q4 2015 and held it in 7 quarters.
  • Creative Planning's Direxion Daily CSI 300 China A Share Bull 2X ETF position peaked at $45K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Direxion Daily CSI 300 China A Share Bull 2X ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.