Creative Planning
FYLD icon

Creative Planning’s Cambria Foreign Shareholder Yield ETF FYLD Stock Holding History

Creative Planning’s Portfolio FYLD Stock Details FYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-100
Closed -$2K – 4220
2014
Q3 		$2K Buy
+100
New +$2.65K ﹤0.01% 3651

Other funds holding FYLD

FA
Financial Advantage Columbia, Maryland $65.2M AUM 14.55% 1-Year Est. Return
GWA
Genesis Wealth Advisors Braintree, Massachusetts $167M AUM 17.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
MSI Financial Services
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Virtu KCG Holdings
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Creative Planning's FYLD Position: Q4 2014 in Review

Creative Planning sold out of Cambria Foreign Shareholder Yield ETF (FYLD) in Q4 2014, closing a stake of 100 shares — an estimated $2K sold.

Creative Planning first reported a position in FYLD in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 18 funds tracked by Wall St. Rank hold FYLD as of Q4 2014.

  • Creative Planning reported no remaining Cambria Foreign Shareholder Yield ETF position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 100 Cambria Foreign Shareholder Yield ETF shares in Q4 2014, an estimated $2K.
  • Creative Planning first reported a position in Cambria Foreign Shareholder Yield ETF in Q3 2014 and held it in 1 quarter.
  • Creative Planning's Cambria Foreign Shareholder Yield ETF position peaked at $2K in Q3 2014.
  • 18 funds tracked by Wall St. Rank held Cambria Foreign Shareholder Yield ETF as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.