Creative Planning’s CPI Inflation Hedged ETF CPI Stock Holding History

Creative Planning’s Portfolio CPI Stock Details CPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-1,000	Closed	-$26K	–	3571
2013 Q2	$26K	Buy	+1,000	New	+$26.3K	﹤0.01%	1785

Other funds holding CPI

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

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

Creative Planning's CPI Position: Q3 2013 in Review

Creative Planning sold out of CPI Inflation Hedged ETF (CPI) in Q3 2013, closing a stake of 1,000 shares — an estimated $26K sold.

Creative Planning first reported a position in CPI in Q2 2013 and held it in 1 quarter. The position peaked at $26K in Q2 2013. 9 funds tracked by Wall St. Rank hold CPI as of Q3 2013.

Creative Planning reported no remaining CPI Inflation Hedged ETF position as of Q3 2013 after selling out during the quarter.
Creative Planning sold 1,000 CPI Inflation Hedged ETF shares in Q3 2013, an estimated $26K.
Creative Planning first reported a position in CPI Inflation Hedged ETF in Q2 2013 and held it in 1 quarter.
Creative Planning's CPI Inflation Hedged ETF position peaked at $26K in Q2 2013.
9 funds tracked by Wall St. Rank held CPI Inflation Hedged ETF as of Q3 2013.

Based on Creative Planning's 13F filing for Q3 2013, filed 10 Oct 2013.