Creative Planning
DRV icon

Creative Planning’s Direxion Daily Real Estate Bear 3X ETF DRV Stock Holding History

Creative Planning’s Portfolio DRV Stock Details DRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Hold
0
– – – 4661
2016
Q3 		– Hold
0
– – – 4603
2014
Q4 		– Sell
-40
Closed -$80K – 4190
2014
Q3 		$80K Hold
40
– – ﹤0.01% 1623
2014
Q2 		$75K Buy
+40
New +$82.5K ﹤0.01% 1613

Other funds holding DRV

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
ST
Sphinx Trading Chicago, Illinois $98M AUM
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Creative Planning's DRV Position: Q4 2016 in Review

Creative Planning held its Direxion Daily Real Estate Bear 3X ETF (DRV) position steady in Q4 2016 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #4661.

Creative Planning first reported a position in DRV in Q2 2014 and has held it in 2 quarters since. The position peaked at $80K in Q3 2014. 11 funds tracked by Wall St. Rank hold DRV as of Q4 2016.

  • Creative Planning held 0 shares of Direxion Daily Real Estate Bear 3X ETF worth $0 as of Q4 2016.
  • Creative Planning left its Direxion Daily Real Estate Bear 3X ETF share count unchanged in Q4 2016.
  • Direxion Daily Real Estate Bear 3X ETF made up ﹤0.01% of Creative Planning's portfolio in Q4 2016, its #4661 holding.
  • Creative Planning first reported a position in Direxion Daily Real Estate Bear 3X ETF in Q2 2014 and has held it in 2 quarters since.
  • Creative Planning's Direxion Daily Real Estate Bear 3X ETF position peaked at $80K in Q3 2014.
  • 11 funds tracked by Wall St. Rank held Direxion Daily Real Estate Bear 3X ETF as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.