Creative Planning
EPV icon

Creative Planning’s ProShares UltraShort FTSE Europe EPV Stock Holding History

Creative Planning’s Portfolio EPV Stock Details EPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-80
Closed -$23K – 4612
2016
Q2 		$23K Buy
+80
New +$23K ﹤0.01% 2692

Other funds holding EPV

HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Creative Planning's EPV Position: Q3 2016 in Review

Creative Planning sold out of ProShares UltraShort FTSE Europe (EPV) in Q3 2016, closing a stake of 80 shares — an estimated $23K sold.

Creative Planning first reported a position in EPV in Q2 2016 and held it in 1 quarter. The position peaked at $23K in Q2 2016. 10 funds tracked by Wall St. Rank hold EPV as of Q3 2016.

  • Creative Planning reported no remaining ProShares UltraShort FTSE Europe position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 80 ProShares UltraShort FTSE Europe shares in Q3 2016, an estimated $23K.
  • Creative Planning first reported a position in ProShares UltraShort FTSE Europe in Q2 2016 and held it in 1 quarter.
  • Creative Planning's ProShares UltraShort FTSE Europe position peaked at $23K in Q2 2016.
  • 10 funds tracked by Wall St. Rank held ProShares UltraShort FTSE Europe as of Q3 2016.

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