Creative Planning
GRES

Creative Planning’s IQ ARB Global Resources GRES Stock Holding History

Creative Planning’s Portfolio GRES Stock Details GRES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-188
Closed -$5K – 4621
2017
Q2 		$5K Buy
+188
New +$4.82K ﹤0.01% 4050

Other funds holding GRES

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Creative Planning's GRES Position: Q3 2017 in Review

Creative Planning sold out of IQ ARB Global Resources (GRES) in Q3 2017, closing a stake of 188 shares — an estimated $5K sold.

Creative Planning first reported a position in GRES in Q2 2017 and held it in 1 quarter. The position peaked at $5K in Q2 2017. 23 funds tracked by Wall St. Rank hold GRES as of Q3 2017.

  • Creative Planning reported no remaining IQ ARB Global Resources position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 188 IQ ARB Global Resources shares in Q3 2017, an estimated $5K.
  • Creative Planning first reported a position in IQ ARB Global Resources in Q2 2017 and held it in 1 quarter.
  • Creative Planning's IQ ARB Global Resources position peaked at $5K in Q2 2017.
  • 23 funds tracked by Wall St. Rank held IQ ARB Global Resources as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.