Creative Planning’s Direxion Daily MSCI Emerging Markets Bear 3X ETF EDZ Stock Holding History

Creative Planning’s Portfolio EDZ Stock Details EDZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-3	Closed	-$2K	–	2378
2017 Q2	$2K	Hold	3	–	–	﹤0.01%	4290
2017 Q1	$3K	Hold	3	–	–	﹤0.01%	4147
2016 Q4	$4K	Hold	3	–	–	﹤0.01%	4038
2016 Q3	$3K	Buy	+3	New	+$3.78K	﹤0.01%	4083

Other funds holding EDZ

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

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

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

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

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

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

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

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Creative Planning's EDZ Position: Q3 2017 in Review

Creative Planning sold out of Direxion Daily MSCI Emerging Markets Bear 3X ETF (EDZ) in Q3 2017, closing a stake of 3 shares — an estimated $2K sold.

Creative Planning first reported a position in EDZ in Q3 2016 and held it in 4 quarters. The position peaked at $4K in Q4 2016. 15 funds tracked by Wall St. Rank hold EDZ as of Q3 2017.

Creative Planning reported no remaining Direxion Daily MSCI Emerging Markets Bear 3X ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 3 Direxion Daily MSCI Emerging Markets Bear 3X ETF shares in Q3 2017, an estimated $2K.
Creative Planning first reported a position in Direxion Daily MSCI Emerging Markets Bear 3X ETF in Q3 2016 and held it in 4 quarters.
Creative Planning's Direxion Daily MSCI Emerging Markets Bear 3X ETF position peaked at $4K in Q4 2016.
15 funds tracked by Wall St. Rank held Direxion Daily MSCI Emerging Markets Bear 3X ETF as of Q3 2017.

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