Creative Planning
GYLD icon

Creative Planning’s Arrow Dow Jones Global Yield ETF GYLD Stock Holding History

Creative Planning’s Portfolio GYLD Stock Details GYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,000
Closed -$24K – 4294
2014
Q4 		$24K Buy
+1,000
New +$25.4K ﹤0.01% 2525

Other funds holding GYLD

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Creative Planning's GYLD Position: Q1 2015 in Review

Creative Planning sold out of Arrow Dow Jones Global Yield ETF (GYLD) in Q1 2015, closing a stake of 1,000 shares — an estimated $24K sold.

Creative Planning first reported a position in GYLD in Q4 2014 and held it in 1 quarter. The position peaked at $24K in Q4 2014. 39 funds tracked by Wall St. Rank hold GYLD as of Q1 2015.

  • Creative Planning reported no remaining Arrow Dow Jones Global Yield ETF position as of Q1 2015 after selling out during the quarter.
  • Creative Planning sold 1,000 Arrow Dow Jones Global Yield ETF shares in Q1 2015, an estimated $24K.
  • Creative Planning first reported a position in Arrow Dow Jones Global Yield ETF in Q4 2014 and held it in 1 quarter.
  • Creative Planning's Arrow Dow Jones Global Yield ETF position peaked at $24K in Q4 2014.
  • 39 funds tracked by Wall St. Rank held Arrow Dow Jones Global Yield ETF as of Q1 2015.

Based on Creative Planning's 13F filing for Q1 2015, filed 13 Apr 2015.