Creative Planning’s FI Enhanced Global High Yield Exchange Traded Notes FIEG Stock Holding History

Creative Planning’s Portfolio FIEG Stock Details FIEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-175	Closed	-$27K	–	4678
2017 Q2	$27K	Hold	175	–	–	﹤0.01%	2978
2017 Q1	$25K	Sell	175 -777	-82%	-$107K	﹤0.01%	2991
2016 Q4	$124K	Buy	952 +777	+444%	+$98.4K	﹤0.01%	1719
2016 Q3	$23K	Buy	+175	New	+$22.9K	﹤0.01%	2985

Other funds holding FIEG

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Creative Planning's FIEG Position: Q3 2017 in Review

Creative Planning sold out of FI Enhanced Global High Yield Exchange Traded Notes (FIEG) in Q3 2017, closing a stake of 175 shares — an estimated $27K sold.

Creative Planning first reported a position in FIEG in Q3 2016 and held it in 4 quarters. The position peaked at $124K in Q4 2016. 6 funds tracked by Wall St. Rank hold FIEG as of Q3 2017.

Creative Planning reported no remaining FI Enhanced Global High Yield Exchange Traded Notes position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 175 FI Enhanced Global High Yield Exchange Traded Notes shares in Q3 2017, an estimated $27K.
Creative Planning first reported a position in FI Enhanced Global High Yield Exchange Traded Notes in Q3 2016 and held it in 4 quarters.
Creative Planning's FI Enhanced Global High Yield Exchange Traded Notes position peaked at $124K in Q4 2016.
6 funds tracked by Wall St. Rank held FI Enhanced Global High Yield Exchange Traded Notes as of Q3 2017.

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