Creative Planning’s DS HEALTHCARE GROUP, INC. NEW COMMON STOCK DSKX Stock Holding History

Creative Planning’s Portfolio DSKX Stock Details DSKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-14,000	Closed	-$35K	–	4471
2015 Q2	$35K	Hold	14,000	–	–	﹤0.01%	1046
2015 Q1	$11K	Hold	14,000	–	–	﹤0.01%	3172
2014 Q4	$10K	Hold	14,000	–	–	﹤0.01%	3161
2014 Q3	$15K	Hold	14,000	–	–	﹤0.01%	2733
2014 Q2	$24K	Hold	14,000	–	–	﹤0.01%	2397
2014 Q1	$28K	Hold	14,000	–	–	﹤0.01%	2187
2013 Q4	$34K	Buy	+14,000	New	+$30K	﹤0.01%	1874

Other funds holding DSKX

CCM

Coe Capital Management Highland Park, Illinois $106M AUM 53.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's DSKX Position: Q3 2015 in Review

Creative Planning sold out of DS HEALTHCARE GROUP, INC. NEW COMMON STOCK (DSKX) in Q3 2015, closing a stake of 14,000 shares — an estimated $35K sold.

Creative Planning first reported a position in DSKX in Q4 2013 and held it in 7 quarters. The position peaked at $35K in Q2 2015. 14 funds tracked by Wall St. Rank hold DSKX as of Q3 2015.

Creative Planning reported no remaining DS HEALTHCARE GROUP, INC. NEW COMMON STOCK position as of Q3 2015 after selling out during the quarter.
Creative Planning sold 14,000 DS HEALTHCARE GROUP, INC. NEW COMMON STOCK shares in Q3 2015, an estimated $35K.
Creative Planning first reported a position in DS HEALTHCARE GROUP, INC. NEW COMMON STOCK in Q4 2013 and held it in 7 quarters.
Creative Planning's DS HEALTHCARE GROUP, INC. NEW COMMON STOCK position peaked at $35K in Q2 2015.
14 funds tracked by Wall St. Rank held DS HEALTHCARE GROUP, INC. NEW COMMON STOCK as of Q3 2015.

Based on Creative Planning's 13F filing for Q3 2015, filed 9 Oct 2015.