Creative Planning’s AdvisorShares Global Echo ETF GIVE Stock Holding History

Creative Planning’s Portfolio GIVE Stock Details GIVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-6,856	Closed	-$431K	–	5125
2017 Q1	$431K	Buy	6,856 +1,938	+39%	+$121K	﹤0.01%	1066
2016 Q4	$295K	Sell	4,918 -4,414	-47%	-$265K	﹤0.01%	1200
2016 Q3	$576K	Buy	9,332 +536	+6%	+$32.8K	﹤0.01%	823
2016 Q2	$523K	Buy	8,796 +48	+0.5%	+$2.86K	﹤0.01%	752
2016 Q1	$520K	Buy	8,748 +810	+10%	+$46.5K	﹤0.01%	733
2015 Q4	$480K	Buy	7,938 +350	+5%	+$21.3K	﹤0.01%	779
2015 Q3	$451K	Buy	+7,588	New	+$470K	﹤0.01%	784
2015 Q2	–	Sell	-313	Closed	-$20K	–	4236
2015 Q1	$20K	Buy	+313	New	+$20K	﹤0.01%	2742

Creative Planning's GIVE Position: Q2 2017 in Review

Creative Planning sold out of AdvisorShares Global Echo ETF (GIVE) in Q2 2017, closing a stake of 6,856 shares — an estimated $431K sold.

Creative Planning first reported a position in GIVE in Q1 2015 and held it in 8 quarters. The position peaked at $576K in Q3 2016. 0 funds tracked by Wall St. Rank hold GIVE as of Q2 2017.

Creative Planning reported no remaining AdvisorShares Global Echo ETF position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 6,856 AdvisorShares Global Echo ETF shares in Q2 2017, an estimated $431K.
Creative Planning first reported a position in AdvisorShares Global Echo ETF in Q1 2015 and held it in 8 quarters.
Creative Planning's AdvisorShares Global Echo ETF position peaked at $576K in Q3 2016.
0 funds tracked by Wall St. Rank held AdvisorShares Global Echo ETF as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.