Creative Planning
EUO icon

Creative Planning’s ProShares UltraShort Euro EUO Stock Holding History

Creative Planning’s Portfolio EUO Stock Details EUO 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 – 2441
2017
Q2 		$5K Hold
200
– – ﹤0.01% 3980
2017
Q1 		$5K Sell
200
-1,000
-83% -$26.4K ﹤0.01% 3947
2016
Q4 		$32K Hold
1,200
– – ﹤0.01% 2740
2016
Q3 		$29K Sell
1,200
-400
-25% -$9.62K ﹤0.01% 2766
2016
Q2 		$39K Buy
1,600
+400
+33% +$9.41K ﹤0.01% 2314
2016
Q1 		$28K Hold
1,200
– – ﹤0.01% 2512
2015
Q4 		$31K Sell
1,200
-2,300
-66% -$58.1K ﹤0.01% 2501
2015
Q3 		$85K Buy
+3,500
New +$86.6K ﹤0.01% 1678
2015
Q2 		– Sell
-13,182
Closed -$355K – 1679
2015
Q1 		$355K Sell
13,182
-2,327
-15% -$58K ﹤0.01% 910
2014
Q4 		$335K Buy
15,509
+13,509
+675% +$275K ﹤0.01% 884
2014
Q3 		$40K Sell
2,000
-147
-7% -$2.68K ﹤0.01% 2074
2014
Q2 		$37K Buy
2,147
+1,147
+115% +$19.6K ﹤0.01% 2081
2014
Q1 		$17K Hold
1,000
– – ﹤0.01% 2476
2013
Q4 		$17K Hold
1,000
– – ﹤0.01% 2279
2013
Q3 		$18K Hold
1,000
– – ﹤0.01% 2156
2013
Q2 		$19K Buy
+1,000
New +$19.2K ﹤0.01% 1950

Other funds holding EUO

IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
CAM
Chesapeake Asset Management New York $126M AUM 36.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's EUO Position: Q3 2017 in Review

Creative Planning sold out of ProShares UltraShort Euro (EUO) in Q3 2017, closing a stake of 200 shares — an estimated $5K sold.

Creative Planning first reported a position in EUO in Q2 2013 and held it in 16 quarters. The position peaked at $355K in Q1 2015. 27 funds tracked by Wall St. Rank hold EUO as of Q3 2017.

  • Creative Planning reported no remaining ProShares UltraShort Euro position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 200 ProShares UltraShort Euro shares in Q3 2017, an estimated $5K.
  • Creative Planning first reported a position in ProShares UltraShort Euro in Q2 2013 and held it in 16 quarters.
  • Creative Planning's ProShares UltraShort Euro position peaked at $355K in Q1 2015.
  • 27 funds tracked by Wall St. Rank held ProShares UltraShort Euro as of Q3 2017.

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