Creative Planning
EDEN icon

Creative Planning’s iShares MSCI Denmark ETF EDEN Stock Holding History

Creative Planning’s Portfolio EDEN Stock Details EDEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-10
Closed -$1K – 2370
2017
Q2 		$1K Hold
10
– – ﹤0.01% 4422
2017
Q1 		$1K Hold
10
– – ﹤0.01% 4425
2016
Q4 		$1K Buy
+10
New +$513 ﹤0.01% 4415
2015
Q1 		– Sell
-70
Closed -$3K – 4252
2014
Q4 		$3K Buy
+70
New +$3.35K ﹤0.01% 3691

Other funds holding EDEN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
HWP
Hefty Wealth Partners Auburn, Indiana $155M AUM 7.56% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Creative Planning's EDEN Position: Q3 2017 in Review

Creative Planning sold out of iShares MSCI Denmark ETF (EDEN) in Q3 2017, closing a stake of 10 shares — an estimated $1K sold.

Creative Planning first reported a position in EDEN in Q4 2014 and held it in 4 quarters. The position peaked at $3K in Q4 2014. 21 funds tracked by Wall St. Rank hold EDEN as of Q3 2017.

  • Creative Planning reported no remaining iShares MSCI Denmark ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 10 iShares MSCI Denmark ETF shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in iShares MSCI Denmark ETF in Q4 2014 and held it in 4 quarters.
  • Creative Planning's iShares MSCI Denmark ETF position peaked at $3K in Q4 2014.
  • 21 funds tracked by Wall St. Rank held iShares MSCI Denmark ETF as of Q3 2017.

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