Creative Planning
FXEU

Creative Planning’s PowerShares Europe Currency Hedged Low Volatility Portfolio FXEU Stock Holding History

Creative Planning’s Portfolio FXEU Stock Details FXEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-339
Closed -$8K – 4641
2016
Q1 		$8K Buy
+339
New +$8.01K ﹤0.01% 3373

Other funds holding FXEU

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creative Planning's FXEU Position: Q2 2016 in Review

Creative Planning sold out of PowerShares Europe Currency Hedged Low Volatility Portfolio (FXEU) in Q2 2016, closing a stake of 339 shares — an estimated $8K sold.

Creative Planning first reported a position in FXEU in Q1 2016 and held it in 1 quarter. The position peaked at $8K in Q1 2016. 25 funds tracked by Wall St. Rank hold FXEU as of Q2 2016.

  • Creative Planning reported no remaining PowerShares Europe Currency Hedged Low Volatility Portfolio position as of Q2 2016 after selling out during the quarter.
  • Creative Planning sold 339 PowerShares Europe Currency Hedged Low Volatility Portfolio shares in Q2 2016, an estimated $8K.
  • Creative Planning first reported a position in PowerShares Europe Currency Hedged Low Volatility Portfolio in Q1 2016 and held it in 1 quarter.
  • Creative Planning's PowerShares Europe Currency Hedged Low Volatility Portfolio position peaked at $8K in Q1 2016.
  • 25 funds tracked by Wall St. Rank held PowerShares Europe Currency Hedged Low Volatility Portfolio as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.