Creative Planning’s Madrona International ETF FWDI Stock Holding History

Creative Planning’s Portfolio FWDI Stock Details FWDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-505	Closed	-$12K	–	5164
2016 Q4	$12K	Buy	+505	New	+$12.3K	﹤0.01%	3467

Other funds holding FWDI

MFS

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

VKH

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

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

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

Creative Planning's FWDI Position: Q1 2017 in Review

Creative Planning sold out of Madrona International ETF (FWDI) in Q1 2017, closing a stake of 505 shares — an estimated $12K sold.

Creative Planning first reported a position in FWDI in Q4 2016 and held it in 1 quarter. The position peaked at $12K in Q4 2016. 5 funds tracked by Wall St. Rank hold FWDI as of Q1 2017.

Creative Planning reported no remaining Madrona International ETF position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 505 Madrona International ETF shares in Q1 2017, an estimated $12K.
Creative Planning first reported a position in Madrona International ETF in Q4 2016 and held it in 1 quarter.
Creative Planning's Madrona International ETF position peaked at $12K in Q4 2016.
5 funds tracked by Wall St. Rank held Madrona International ETF as of Q1 2017.

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