Creative Planning
EFZ icon

Creative Planning’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

Creative Planning’s Portfolio EFZ Stock Details EFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-875
Closed -$59K – 4606
2016
Q2 		$59K Buy
+875
New +$58.8K ﹤0.01% 2020
2015
Q1 		– Sell
-315
Closed -$22K – 4254
2014
Q4 		$22K Buy
+315
New +$21.4K ﹤0.01% 2577

Other funds holding EFZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $238M AUM 24.8% 1-Year Est. Return
IPC
Independent Portfolio Consultants Boca Raton, Florida $241M AUM 21.8% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Creative Planning's EFZ Position: Q3 2016 in Review

Creative Planning sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q3 2016, closing a stake of 875 shares — an estimated $59K sold.

Creative Planning first reported a position in EFZ in Q4 2014 and held it in 2 quarters. The position peaked at $59K in Q2 2016. 26 funds tracked by Wall St. Rank hold EFZ as of Q3 2016.

  • Creative Planning reported no remaining ProShares Trust Short MSCI EAFE position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 875 ProShares Trust Short MSCI EAFE shares in Q3 2016, an estimated $59K.
  • Creative Planning first reported a position in ProShares Trust Short MSCI EAFE in Q4 2014 and held it in 2 quarters.
  • Creative Planning's ProShares Trust Short MSCI EAFE position peaked at $59K in Q2 2016.
  • 26 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.