Creative Planning
CSD icon

Creative Planning’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Creative Planning’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-4,000
Closed -$180K – 4177
2014
Q3 		$180K Buy
4,000
+3,839
+2,384% +$174K ﹤0.01% 1116
2014
Q2 		$7K Buy
161
+111
+222% +$5.01K ﹤0.01% 3040
2014
Q1 		$2K Sell
50
-20
-29% -$896 ﹤0.01% 3348
2013
Q4 		$3K Buy
+70
New +$3.06K ﹤0.01% 2985

Other funds holding CSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning's CSD Position: Q4 2014 in Review

Creative Planning sold out of Invesco S&P Spin-Off ETF (CSD) in Q4 2014, closing a stake of 4,000 shares — an estimated $180K sold.

Creative Planning first reported a position in CSD in Q4 2013 and held it in 4 quarters. The position peaked at $180K in Q3 2014. 93 funds tracked by Wall St. Rank hold CSD as of Q4 2014.

  • Creative Planning reported no remaining Invesco S&P Spin-Off ETF position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 4,000 Invesco S&P Spin-Off ETF shares in Q4 2014, an estimated $180K.
  • Creative Planning first reported a position in Invesco S&P Spin-Off ETF in Q4 2013 and held it in 4 quarters.
  • Creative Planning's Invesco S&P Spin-Off ETF position peaked at $180K in Q3 2014.
  • 93 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.