Creative Planning’s Direxion Daily MSCI Emerging Markets Bull 3X ETF EDC Stock Holding History

Creative Planning’s Portfolio EDC Stock Details EDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-700	Closed	-$60K	–	2368
2017 Q2	$60K	Hold	700	–	–	﹤0.01%	2372
2017 Q1	$52K	Hold	700	–	–	﹤0.01%	2443
2016 Q4	$37K	Sell	700 -1,975	-74%	-$113K	﹤0.01%	2628
2016 Q3	$173K	Buy	2,675 +700	+35%	+$42.9K	﹤0.01%	1478
2016 Q2	$102K	Sell	1,975 -1,250	-39%	-$60.8K	﹤0.01%	1663
2016 Q1	$169K	Buy	3,225 +1,350	+72%	+$53.9K	﹤0.01%	1301
2015 Q4	$86K	Hold	1,875	–	–	﹤0.01%	1726
2015 Q3	$91K	Buy	+1,875	New	+$119K	﹤0.01%	1645
2015 Q2	–	Sell	-625	Closed	-$59K	–	1604
2015 Q1	$59K	Hold	625	–	–	﹤0.01%	1905
2014 Q4	$57K	Buy	+625	New	+$62.4K	﹤0.01%	1913
2014 Q2	–	Sell	-24	Closed	-$3K	–	3810
2014 Q1	$3K	Hold	24	–	–	﹤0.01%	3248
2013 Q4	$3K	Hold	24	–	–	﹤0.01%	2990
2013 Q3	$3K	Buy	+24	New	+$2.4K	﹤0.01%	2873

Other funds holding EDC

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Creative Planning's EDC Position: Q3 2017 in Review

Creative Planning sold out of Direxion Daily MSCI Emerging Markets Bull 3X ETF (EDC) in Q3 2017, closing a stake of 700 shares — an estimated $60K sold.

Creative Planning first reported a position in EDC in Q3 2013 and held it in 13 quarters. The position peaked at $173K in Q3 2016. 23 funds tracked by Wall St. Rank hold EDC as of Q3 2017.

Creative Planning reported no remaining Direxion Daily MSCI Emerging Markets Bull 3X ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 700 Direxion Daily MSCI Emerging Markets Bull 3X ETF shares in Q3 2017, an estimated $60K.
Creative Planning first reported a position in Direxion Daily MSCI Emerging Markets Bull 3X ETF in Q3 2013 and held it in 13 quarters.
Creative Planning's Direxion Daily MSCI Emerging Markets Bull 3X ETF position peaked at $173K in Q3 2016.
23 funds tracked by Wall St. Rank held Direxion Daily MSCI Emerging Markets Bull 3X ETF as of Q3 2017.

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