Creative Planning’s VanEck Egypt Index ETF EGPT Stock Holding History

Creative Planning’s Portfolio EGPT Stock Details EGPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-576	Closed	-$16K	–	4571
2017 Q2	$16K	Hold	576	–	–	﹤0.01%	3346
2017 Q1	$16K	Sell	576 -250	-30%	-$6.92K	﹤0.01%	3309
2016 Q4	$22K	Hold	826	–	–	﹤0.01%	3035
2016 Q3	$31K	Hold	826	–	–	﹤0.01%	2724
2016 Q2	$29K	Hold	826	–	–	﹤0.01%	2538
2016 Q1	$31K	Hold	826	–	–	﹤0.01%	2444
2015 Q4	$32K	Hold	826	–	–	﹤0.01%	2495
2015 Q3	$32K	Buy	+826	New	+$35.1K	﹤0.01%	2389
2015 Q2	–	Sell	-250	Closed	-$14K	–	3885
2015 Q1	$14K	Hold	250	–	–	﹤0.01%	3005
2014 Q4	$15K	Hold	250	–	–	﹤0.01%	2886
2014 Q3	$18K	Hold	250	–	–	﹤0.01%	2621
2014 Q2	$17K	Hold	250	–	–	﹤0.01%	2602
2014 Q1	$17K	Hold	250	–	–	﹤0.01%	2496
2013 Q4	$13K	Hold	250	–	–	﹤0.01%	2443
2013 Q3	$12K	Buy	+250	New	+$11.3K	﹤0.01%	2383

Other funds holding EGPT

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's EGPT Position: Q3 2017 in Review

Creative Planning sold out of VanEck Egypt Index ETF (EGPT) in Q3 2017, closing a stake of 576 shares — an estimated $16K sold.

Creative Planning first reported a position in EGPT in Q3 2013 and held it in 15 quarters. The position peaked at $32K in Q4 2015. 13 funds tracked by Wall St. Rank hold EGPT as of Q3 2017.

Creative Planning reported no remaining VanEck Egypt Index ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 576 VanEck Egypt Index ETF shares in Q3 2017, an estimated $16K.
Creative Planning first reported a position in VanEck Egypt Index ETF in Q3 2013 and held it in 15 quarters.
Creative Planning's VanEck Egypt Index ETF position peaked at $32K in Q4 2015.
13 funds tracked by Wall St. Rank held VanEck Egypt Index ETF as of Q3 2017.

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