Creative Planning’s Credit Suisse X-Links Long/Short Equity ETN's due February 19,2020 CSLS Stock Holding History

Creative Planning’s Portfolio CSLS Stock Details CSLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-3,000	Closed	-$78K	–	4536
2014 Q4	$78K	Hold	3,000	–	–	﹤0.01%	1700
2014 Q3	$75K	Hold	3,000	–	–	﹤0.01%	1657
2014 Q2	$74K	Hold	3,000	–	–	﹤0.01%	1629
2014 Q1	$72K	Hold	3,000	–	–	﹤0.01%	1593
2013 Q4	$71K	Sell	3,000 -3,500	-54%	-$82.3K	﹤0.01%	1390
2013 Q3	$150K	Hold	6,500	–	–	﹤0.01%	892
2013 Q2	$145K	Buy	+6,500	New	+$147K	﹤0.01%	796

Other funds holding CSLS

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Creative Planning's CSLS Position: Q1 2015 in Review

Creative Planning sold out of Credit Suisse X-Links Long/Short Equity ETN's due February 19,2020 (CSLS) in Q1 2015, closing a stake of 3,000 shares — an estimated $78K sold.

Creative Planning first reported a position in CSLS in Q2 2013 and held it in 7 quarters. The position peaked at $150K in Q3 2013. 7 funds tracked by Wall St. Rank hold CSLS as of Q1 2015.

Creative Planning reported no remaining Credit Suisse X-Links Long/Short Equity ETN's due February 19,2020 position as of Q1 2015 after selling out during the quarter.
Creative Planning sold 3,000 Credit Suisse X-Links Long/Short Equity ETN's due February 19,2020 shares in Q1 2015, an estimated $78K.
Creative Planning first reported a position in Credit Suisse X-Links Long/Short Equity ETN's due February 19,2020 in Q2 2013 and held it in 7 quarters.
Creative Planning's Credit Suisse X-Links Long/Short Equity ETN's due February 19,2020 position peaked at $150K in Q3 2013.
7 funds tracked by Wall St. Rank held Credit Suisse X-Links Long/Short Equity ETN's due February 19,2020 as of Q1 2015.

Based on Creative Planning's 13F filing for Q1 2015, filed 13 Apr 2015.