Creative Planning
DOG

Creative Planning’s ProShares Short Dow30 DOG Stock Holding History

Creative Planning’s Portfolio DOG Stock Details DOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-125
Closed -$10K – 4699
2016
Q4 		$10K Buy
+125
New +$10K ﹤0.01% 3544
2016
Q3 		– Sell
-500
Closed -$43K – 4601
2016
Q2 		$43K Buy
+500
New +$43.4K ﹤0.01% 2240
2015
Q4 		– Sell
-450
Closed -$44K – 4432
2015
Q3 		$44K Buy
+450
New +$42.5K ﹤0.01% 2129

Other funds holding DOG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's DOG Position: Q1 2017 in Review

Creative Planning sold out of ProShares Short Dow30 (DOG) in Q1 2017, closing a stake of 125 shares — an estimated $10K sold.

Creative Planning first reported a position in DOG in Q3 2015 and held it in 3 quarters. The position peaked at $44K in Q3 2015. 30 funds tracked by Wall St. Rank hold DOG as of Q1 2017.

  • Creative Planning reported no remaining ProShares Short Dow30 position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 125 ProShares Short Dow30 shares in Q1 2017, an estimated $10K.
  • Creative Planning first reported a position in ProShares Short Dow30 in Q3 2015 and held it in 3 quarters.
  • Creative Planning's ProShares Short Dow30 position peaked at $44K in Q3 2015.
  • 30 funds tracked by Wall St. Rank held ProShares Short Dow30 as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.