Creative Planning’s Madrona Domestic ETF FWDD Stock Holding History

Creative Planning’s Portfolio FWDD Stock Details FWDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,564	Closed	-$69K	–	5163
2016 Q4	$69K	Buy	+1,564	New	+$68.4K	﹤0.01%	2138

Other funds holding FWDD

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

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

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

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's FWDD Position: Q1 2017 in Review

Creative Planning sold out of Madrona Domestic ETF (FWDD) in Q1 2017, closing a stake of 1,564 shares — an estimated $69K sold.

Creative Planning first reported a position in FWDD in Q4 2016 and held it in 1 quarter. The position peaked at $69K in Q4 2016. 7 funds tracked by Wall St. Rank hold FWDD as of Q1 2017.

Creative Planning reported no remaining Madrona Domestic ETF position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 1,564 Madrona Domestic ETF shares in Q1 2017, an estimated $69K.
Creative Planning first reported a position in Madrona Domestic ETF in Q4 2016 and held it in 1 quarter.
Creative Planning's Madrona Domestic ETF position peaked at $69K in Q4 2016.
7 funds tracked by Wall St. Rank held Madrona Domestic ETF as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.