Creative Planning
FCHI

Creative Planning’s ISHARES FTSE CHINA ETF FCHI Stock Holding History

Creative Planning’s Portfolio FCHI Stock Details FCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-306
Closed -$14K – 3617
2013
Q3 		$14K Buy
+306
New +$13.8K ﹤0.01% 2299

Other funds holding FCHI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $871M AUM 27.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Creative Planning's FCHI Position: Q4 2013 in Review

Creative Planning sold out of ISHARES FTSE CHINA ETF (FCHI) in Q4 2013, closing a stake of 306 shares — an estimated $14K sold.

Creative Planning first reported a position in FCHI in Q3 2013 and held it in 1 quarter. The position peaked at $14K in Q3 2013. 16 funds tracked by Wall St. Rank hold FCHI as of Q4 2013.

  • Creative Planning reported no remaining ISHARES FTSE CHINA ETF position as of Q4 2013 after selling out during the quarter.
  • Creative Planning sold 306 ISHARES FTSE CHINA ETF shares in Q4 2013, an estimated $14K.
  • Creative Planning first reported a position in ISHARES FTSE CHINA ETF in Q3 2013 and held it in 1 quarter.
  • Creative Planning's ISHARES FTSE CHINA ETF position peaked at $14K in Q3 2013.
  • 16 funds tracked by Wall St. Rank held ISHARES FTSE CHINA ETF as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.