Creative Planning’s Xtrackers Bloomberg US Investment Grade Corporate ESG ETF ESCR Stock Holding History

Creative Planning’s Portfolio ESCR Stock Details ESCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-200	Closed	-$5K	–	3888
2017 Q2	$5K	Hold	200	–	–	﹤0.01%	4025
2017 Q1	$5K	Hold	200	–	–	﹤0.01%	3990
2016 Q4	$5K	Hold	200	–	–	﹤0.01%	3988
2016 Q3	$5K	Hold	200	–	–	﹤0.01%	3912
2016 Q2	$5K	Hold	200	–	–	﹤0.01%	3676
2016 Q1	$5K	Hold	200	–	–	﹤0.01%	3623
2015 Q4	$5K	Buy	+200	New	+$4.8K	﹤0.01%	3714

Other funds holding ESCR

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's ESCR Position: Q3 2017 in Review

Creative Planning sold out of Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) in Q3 2017, closing a stake of 200 shares — an estimated $5K sold.

Creative Planning first reported a position in ESCR in Q4 2015 and held it in 7 quarters. The position peaked at $5K in Q2 2017. 5 funds tracked by Wall St. Rank hold ESCR as of Q3 2017.

Creative Planning reported no remaining Xtrackers Bloomberg US Investment Grade Corporate ESG ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 200 Xtrackers Bloomberg US Investment Grade Corporate ESG ETF shares in Q3 2017, an estimated $5K.
Creative Planning first reported a position in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF in Q4 2015 and held it in 7 quarters.
Creative Planning's Xtrackers Bloomberg US Investment Grade Corporate ESG ETF position peaked at $5K in Q2 2017.
5 funds tracked by Wall St. Rank held Xtrackers Bloomberg US Investment Grade Corporate ESG ETF as of Q3 2017.

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