Creative Planning
EINC icon

Creative Planning’s VanEck Energy Income ETF EINC Stock Holding History

Creative Planning’s Portfolio EINC Stock Details EINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-186
Closed -$13K – 2392
2017
Q2 		$13K Hold
186
– – ﹤0.01% 3451
2017
Q1 		$14K Hold
186
– – ﹤0.01% 3365
2016
Q4 		$15K Hold
186
– – ﹤0.01% 3263
2016
Q3 		$14K Sell
186
-84
-31% -$6.28K ﹤0.01% 3272
2016
Q2 		$19K Sell
270
-240
-47% -$16.1K ﹤0.01% 2833
2016
Q1 		$31K Buy
510
+227
+80% +$13.2K ﹤0.01% 2427
2015
Q4 		$20K Buy
283
+170
+150% +$16.4K ﹤0.01% 2847
2015
Q3 		$12K Buy
+113
New +$14.6K ﹤0.01% 3069
2015
Q2 		– Sell
-222
Closed -$38K – 1629
2015
Q1 		$38K Sell
222
-80
-26% -$14.8K ﹤0.01% 2211
2014
Q4 		$57K Buy
302
+27
+10% +$6.19K ﹤0.01% 1914
2014
Q3 		$73K Sell
275
-25
-8% -$6.93K ﹤0.01% 1671
2014
Q2 		$85K Sell
300
-114
-28% -$31.2K ﹤0.01% 1540
2014
Q1 		$111K Buy
414
+94
+29% +$25.7K ﹤0.01% 1344
2013
Q4 		$89K Buy
320
+39
+14% +$10.7K ﹤0.01% 1263
2013
Q3 		$77K Buy
281
+20
+8% +$5.52K ﹤0.01% 1277
2013
Q2 		$73K Buy
+261
New +$73.3K ﹤0.01% 1160

Other funds holding EINC

AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FNBOO
First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's EINC Position: Q3 2017 in Review

Creative Planning sold out of VanEck Energy Income ETF (EINC) in Q3 2017, closing a stake of 186 shares — an estimated $13K sold.

Creative Planning first reported a position in EINC in Q2 2013 and held it in 16 quarters. The position peaked at $111K in Q1 2014. 23 funds tracked by Wall St. Rank hold EINC as of Q3 2017.

  • Creative Planning reported no remaining VanEck Energy Income ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 186 VanEck Energy Income ETF shares in Q3 2017, an estimated $13K.
  • Creative Planning first reported a position in VanEck Energy Income ETF in Q2 2013 and held it in 16 quarters.
  • Creative Planning's VanEck Energy Income ETF position peaked at $111K in Q1 2014.
  • 23 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q3 2017.

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