Creative Planning’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

Creative Planning’s Portfolio CYB Stock Details CYB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-6	Closed	–	–	4372
2014 Q2	$0	Buy	+6	New	+$150	﹤0.01%	4183
2014 Q1	–	Sell	-400	Closed	-$10K	–	3952
2013 Q4	$10K	Buy	+400	New	+$10.5K	﹤0.01%	2594

Other funds holding CYB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

EnTrustPermal Management New York $240M AUM 25.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Creative Planning's CYB Position: Q3 2014 in Review

Creative Planning sold out of WisdomTree Chinese Yuan Strategy Fund (CYB) in Q3 2014, closing a stake of 6 shares.

Creative Planning first reported a position in CYB in Q4 2013 and held it in 2 quarters. The position peaked at $10K in Q4 2013. 27 funds tracked by Wall St. Rank hold CYB as of Q3 2014.

Creative Planning reported no remaining WisdomTree Chinese Yuan Strategy Fund position as of Q3 2014 after selling out during the quarter.
Creative Planning sold 6 WisdomTree Chinese Yuan Strategy Fund shares in Q3 2014.
Creative Planning first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q4 2013 and held it in 2 quarters.
Creative Planning's WisdomTree Chinese Yuan Strategy Fund position peaked at $10K in Q4 2013.
27 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q3 2014.

Based on Creative Planning's 13F filing for Q3 2014, filed 10 Oct 2014.