Creative Planning
CROP

Creative Planning’s IQ Global Agribusiness Small Cap ETF CROP Stock Holding History

Creative Planning’s Portfolio CROP Stock Details CROP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,000
Closed -$28K – 3819
2013
Q4 		$28K Buy
+1,000
New +$27.6K ﹤0.01% 2001

Other funds holding CROP

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $150M AUM 18.14% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.65% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning's CROP Position: Q1 2014 in Review

Creative Planning sold out of IQ Global Agribusiness Small Cap ETF (CROP) in Q1 2014, closing a stake of 1,000 shares — an estimated $28K sold.

Creative Planning first reported a position in CROP in Q4 2013 and held it in 1 quarter. The position peaked at $28K in Q4 2013. 15 funds tracked by Wall St. Rank hold CROP as of Q1 2014.

  • Creative Planning reported no remaining IQ Global Agribusiness Small Cap ETF position as of Q1 2014 after selling out during the quarter.
  • Creative Planning sold 1,000 IQ Global Agribusiness Small Cap ETF shares in Q1 2014, an estimated $28K.
  • Creative Planning first reported a position in IQ Global Agribusiness Small Cap ETF in Q4 2013 and held it in 1 quarter.
  • Creative Planning's IQ Global Agribusiness Small Cap ETF position peaked at $28K in Q4 2013.
  • 15 funds tracked by Wall St. Rank held IQ Global Agribusiness Small Cap ETF as of Q1 2014.

Based on Creative Planning's 13F filing for Q1 2014, filed 11 Apr 2014.