Creative Planning
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Creative Planning’s Direxion Daily Energy Bear 2X ETF ERY Stock Holding History

Creative Planning’s Portfolio ERY Stock Details ERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-100
Closed -$62K – 4672
2016
Q3 		$62K Buy
+100
New +$71.7K ﹤0.01% 2181

Other funds holding ERY

TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Creative Planning's ERY Position: Q4 2016 in Review

Creative Planning sold out of Direxion Daily Energy Bear 2X ETF (ERY) in Q4 2016, closing a stake of 100 shares — an estimated $62K sold.

Creative Planning first reported a position in ERY in Q3 2016 and held it in 1 quarter. The position peaked at $62K in Q3 2016. 19 funds tracked by Wall St. Rank hold ERY as of Q4 2016.

  • Creative Planning reported no remaining Direxion Daily Energy Bear 2X ETF position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 100 Direxion Daily Energy Bear 2X ETF shares in Q4 2016, an estimated $62K.
  • Creative Planning first reported a position in Direxion Daily Energy Bear 2X ETF in Q3 2016 and held it in 1 quarter.
  • Creative Planning's Direxion Daily Energy Bear 2X ETF position peaked at $62K in Q3 2016.
  • 19 funds tracked by Wall St. Rank held Direxion Daily Energy Bear 2X ETF as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.