Creative Planning’s Invesco Chinese Yuan Dim Sum Bond ETF DSUM Stock Holding History

Creative Planning’s Portfolio DSUM Stock Details DSUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-200	Closed	-$4K	–	5064
2016 Q4	$4K	Buy	+200	New	+$4.49K	﹤0.01%	4107
2014 Q4	–	Sell	-900	Closed	-$22K	–	4456
2014 Q3	$22K	Buy	+900	New	+$22.5K	﹤0.01%	2497

Other funds holding DSUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 DSUM Position: Q1 2017 in Review

Creative Planning sold out of Invesco Chinese Yuan Dim Sum Bond ETF (DSUM) in Q1 2017, closing a stake of 200 shares — an estimated $4K sold.

Creative Planning first reported a position in DSUM in Q3 2014 and held it in 2 quarters. The position peaked at $22K in Q3 2014. 14 funds tracked by Wall St. Rank hold DSUM as of Q1 2017.

Creative Planning reported no remaining Invesco Chinese Yuan Dim Sum Bond ETF position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 200 Invesco Chinese Yuan Dim Sum Bond ETF shares in Q1 2017, an estimated $4K.
Creative Planning first reported a position in Invesco Chinese Yuan Dim Sum Bond ETF in Q3 2014 and held it in 2 quarters.
Creative Planning's Invesco Chinese Yuan Dim Sum Bond ETF position peaked at $22K in Q3 2014.
14 funds tracked by Wall St. Rank held Invesco Chinese Yuan Dim Sum Bond ETF as of Q1 2017.

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