Creative Planning’s iPath US Treasury 10-year Bear ETN DTYS Stock Holding History

Creative Planning’s Portfolio DTYS Stock Details DTYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-100	Closed	-$2K	–	4835
2015 Q4	$2K	Buy	+100	New	+$1.93K	﹤0.01%	4147
2013 Q3	–	Sell	-931	Closed	-$29K	–	3557
2013 Q2	$29K	Buy	+931	New	+$24.7K	﹤0.01%	1709

Other funds holding DTYS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

VKH

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

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Creative Planning's DTYS Position: Q1 2016 in Review

Creative Planning sold out of iPath US Treasury 10-year Bear ETN (DTYS) in Q1 2016, closing a stake of 100 shares — an estimated $2K sold.

Creative Planning first reported a position in DTYS in Q2 2013 and held it in 2 quarters. The position peaked at $29K in Q2 2013. 15 funds tracked by Wall St. Rank hold DTYS as of Q1 2016.

Creative Planning reported no remaining iPath US Treasury 10-year Bear ETN position as of Q1 2016 after selling out during the quarter.
Creative Planning sold 100 iPath US Treasury 10-year Bear ETN shares in Q1 2016, an estimated $2K.
Creative Planning first reported a position in iPath US Treasury 10-year Bear ETN in Q2 2013 and held it in 2 quarters.
Creative Planning's iPath US Treasury 10-year Bear ETN position peaked at $29K in Q2 2013.
15 funds tracked by Wall St. Rank held iPath US Treasury 10-year Bear ETN as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.