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
2016 Q3	–	Sell	-1,500	Closed	-$1K	–	4615
2016 Q2	$1K	Buy	+1,500	New	+$35.3K	﹤0.01%	4156
2015 Q4	–	Sell	-1,000	Closed	-$1K	–	4449
2015 Q3	$1K	Buy	+1,000	New	+$24.7K	﹤0.01%	4086

Other funds holding EUO

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MIM

Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

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 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.