Creative Planning
EWRI

Creative Planning’s GUGGENHEIM RUSSELL 1000 EQUAL WEIGHT ETF EWRI Stock Holding History

Creative Planning’s Portfolio EWRI Stock Details EWRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-110
Closed -$5K – 4776
2015
Q3 		$5K Buy
+110
New +$5.45K ﹤0.01% 3679

Other funds holding EWRI

HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's EWRI Position: Q4 2015 in Review

Creative Planning sold out of GUGGENHEIM RUSSELL 1000 EQUAL WEIGHT ETF (EWRI) in Q4 2015, closing a stake of 110 shares — an estimated $5K sold.

Creative Planning first reported a position in EWRI in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 25 funds tracked by Wall St. Rank hold EWRI as of Q4 2015.

  • Creative Planning reported no remaining GUGGENHEIM RUSSELL 1000 EQUAL WEIGHT ETF position as of Q4 2015 after selling out during the quarter.
  • Creative Planning sold 110 GUGGENHEIM RUSSELL 1000 EQUAL WEIGHT ETF shares in Q4 2015, an estimated $5K.
  • Creative Planning first reported a position in GUGGENHEIM RUSSELL 1000 EQUAL WEIGHT ETF in Q3 2015 and held it in 1 quarter.
  • Creative Planning's GUGGENHEIM RUSSELL 1000 EQUAL WEIGHT ETF position peaked at $5K in Q3 2015.
  • 25 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL 1000 EQUAL WEIGHT ETF as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.