Creative Planning’s ETRACS Monthly Pay 2xLeveraged Diversified High Income ETN DVHL Stock Holding History

Creative Planning’s Portfolio DVHL Stock Details DVHL 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	–	5032
2016 Q4	$4K	Hold	200	–	–	﹤0.01%	4101
2016 Q3	$5K	Sell	200 -200	-50%	-$4.42K	﹤0.01%	3922
2016 Q2	$8K	Hold	400	–	–	﹤0.01%	3424
2016 Q1	$7K	Hold	400	–	–	﹤0.01%	3444
2015 Q4	$7K	Hold	400	–	–	﹤0.01%	3543
2015 Q3	$7K	Buy	+400	New	+$7.88K	﹤0.01%	3463
2014 Q4	–	Sell	-700	Closed	-$19K	–	4424
2014 Q3	$19K	Hold	700	–	–	﹤0.01%	2590
2014 Q2	$20K	Buy	700 +200	+40%	+$5.4K	﹤0.01%	2500
2014 Q1	$13K	Buy	+500	New	+$12.9K	﹤0.01%	2647

Other funds holding DVHL

VKH

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

Creative Planning's DVHL Position: Q1 2017 in Review

Creative Planning sold out of ETRACS Monthly Pay 2xLeveraged Diversified High Income ETN (DVHL) in Q1 2017, closing a stake of 200 shares — an estimated $4K sold.

Creative Planning first reported a position in DVHL in Q1 2014 and held it in 9 quarters. The position peaked at $20K in Q2 2014. 2 funds tracked by Wall St. Rank hold DVHL as of Q1 2017.

Creative Planning reported no remaining ETRACS Monthly Pay 2xLeveraged Diversified High Income ETN position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 200 ETRACS Monthly Pay 2xLeveraged Diversified High Income ETN shares in Q1 2017, an estimated $4K.
Creative Planning first reported a position in ETRACS Monthly Pay 2xLeveraged Diversified High Income ETN in Q1 2014 and held it in 9 quarters.
Creative Planning's ETRACS Monthly Pay 2xLeveraged Diversified High Income ETN position peaked at $20K in Q2 2014.
2 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Diversified High Income ETN as of Q1 2017.

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