Creative Planning’s Global X MSCI China Financials ETF CHIX Stock Holding History

Creative Planning’s Portfolio CHIX Stock Details CHIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-109,796	Closed	-$2.03M	–	2238
2018 Q1	$2.03M	Buy	109,796 +62,735	+133%	+$1.2M	0.01%	460
2017 Q4	$847K	Sell	47,061 -12,504	-21%	-$223K	﹤0.01%	818
2017 Q3	$1.01M	Sell	59,565 -58,030	-49%	-$971K	﹤0.01%	713
2017 Q2	$1.81M	Buy	117,595 +62,396	+113%	+$930K	0.01%	469
2017 Q1	$800K	Buy	+55,199	New	+$771K	﹤0.01%	759
2016 Q4	–	Sell	-70	Closed	-$1K	–	5107
2016 Q3	$1K	Buy	+70	New	+$954	﹤0.01%	4533
2015 Q3	–	Sell	-60,200	Closed	-$1.08M	–	4461
2015 Q2	$1.08M	Buy	60,200 +60,000	+30,000%	+$1.12M	0.01%	444
2015 Q1	$3K	Buy	+200	New	+$3.12K	﹤0.01%	3830
2014 Q4	–	Sell	-1,950	Closed	-$25K	–	4613
2014 Q3	$25K	Sell	1,950 -91,429	-98%	-$1.23M	﹤0.01%	2406
2014 Q2	$1.17M	Buy	93,379 +37,079	+66%	+$450K	0.02%	347
2014 Q1	$682K	Buy	+56,300	New	+$669K	0.01%	505

Other funds holding CHIX

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

LTFS

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

Creative Planning's CHIX Position: Q2 2018 in Review

Creative Planning sold out of Global X MSCI China Financials ETF (CHIX) in Q2 2018, closing a stake of 109,796 shares — an estimated $2.03M sold.

Creative Planning first reported a position in CHIX in Q1 2014 and held it in 11 quarters. The position peaked at $2.03M in Q1 2018. 19 funds tracked by Wall St. Rank hold CHIX as of Q2 2018.

Creative Planning reported no remaining Global X MSCI China Financials ETF position as of Q2 2018 after selling out during the quarter.
Creative Planning sold 109,796 Global X MSCI China Financials ETF shares in Q2 2018, an estimated $2.03M.
Creative Planning first reported a position in Global X MSCI China Financials ETF in Q1 2014 and held it in 11 quarters.
Creative Planning's Global X MSCI China Financials ETF position peaked at $2.03M in Q1 2018.
19 funds tracked by Wall St. Rank held Global X MSCI China Financials ETF as of Q2 2018.

Based on Creative Planning's 13F filing for Q2 2018, filed 20 Jul 2018.