Creative Planning’s VelocityShares 3x Inverse Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER DWT Stock Holding History

Creative Planning’s Portfolio DWT Stock Details DWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-25	Closed	-$1K	–	4777
2017 Q2	$1K	Sell	25 -175	-88%	-$5.46K	﹤0.01%	4589
2017 Q1	$5K	Buy	+200	New	+$4.99K	﹤0.01%	4020

Other funds holding DWT

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

CMT Trading Chicago, Illinois $22.4M AUM 78.15% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Creative Planning's DWT Position: Q3 2017 in Review

Creative Planning sold out of VelocityShares 3x Inverse Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER (DWT) in Q3 2017, closing a stake of 25 shares — an estimated $1K sold.

Creative Planning first reported a position in DWT in Q1 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2017. 7 funds tracked by Wall St. Rank hold DWT as of Q3 2017.

Creative Planning reported no remaining VelocityShares 3x Inverse Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 25 VelocityShares 3x Inverse Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER shares in Q3 2017, an estimated $1K.
Creative Planning first reported a position in VelocityShares 3x Inverse Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER in Q1 2017 and held it in 2 quarters.
Creative Planning's VelocityShares 3x Inverse Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER position peaked at $5K in Q1 2017.
7 funds tracked by Wall St. Rank held VelocityShares 3x Inverse Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.