Creative Planning’s UBS AG FI Enhanced Global High Yield ETN FIHD Stock Holding History

Creative Planning’s Portfolio FIHD Stock Details FIHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,775	Closed	-$370K	–	2136
2019 Q4	$370K	Buy	1,775 +577	+48%	+$112K	﹤0.01%	1277
2019 Q3	$220K	Sell	1,198 -719	-38%	-$127K	﹤0.01%	1551
2019 Q2	$345K	Buy	+1,917	New	+$331K	﹤0.01%	1286
2019 Q1	–	Sell	-1,890	Closed	-$267K	–	2111
2018 Q4	$267K	Buy	+1,890	New	+$298K	﹤0.01%	1307
2017 Q3	–	Sell	-610	Closed	-$91K	–	3947
2017 Q2	$91K	Buy	+610	New	+$88.9K	﹤0.01%	2053
2017 Q1	–	Sell	-258	Closed	-$32K	–	4973
2016 Q4	$32K	Buy	+258	New	+$31.2K	﹤0.01%	2750

Other funds holding FIHD

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PagnatoKarp Partners Reston, Virginia $402M AUM 9.79% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's FIHD Position: Q1 2020 in Review

Creative Planning sold out of UBS AG FI Enhanced Global High Yield ETN (FIHD) in Q1 2020, closing a stake of 1,775 shares — an estimated $370K sold.

Creative Planning first reported a position in FIHD in Q4 2016 and held it in 6 quarters. The position peaked at $370K in Q4 2019. 22 funds tracked by Wall St. Rank hold FIHD as of Q1 2020.

Creative Planning reported no remaining UBS AG FI Enhanced Global High Yield ETN position as of Q1 2020 after selling out during the quarter.
Creative Planning sold 1,775 UBS AG FI Enhanced Global High Yield ETN shares in Q1 2020, an estimated $370K.
Creative Planning first reported a position in UBS AG FI Enhanced Global High Yield ETN in Q4 2016 and held it in 6 quarters.
Creative Planning's UBS AG FI Enhanced Global High Yield ETN position peaked at $370K in Q4 2019.
22 funds tracked by Wall St. Rank held UBS AG FI Enhanced Global High Yield ETN as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.