Creative Planning’s AdvisorShares Ranger Equity Bear ETF HDGE Stock Holding History

Creative Planning’s Portfolio HDGE Stock Details HDGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-646	Closed	-$55K	–	2668
2017 Q2	$55K	Buy	+646	New	+$56.8K	﹤0.01%	2446
2017 Q1	–	Sell	-39	Closed	-$4K	–	4761
2016 Q4	$4K	Hold	39	–	–	﹤0.01%	4049
2016 Q3	$4K	Hold	39	–	–	﹤0.01%	3973
2016 Q2	$4K	Hold	39	–	–	﹤0.01%	3744
2016 Q1	$4K	Buy	+39	New	+$4.54K	﹤0.01%	3694
2015 Q1	–	Sell	-50	Closed	-$6K	–	4296
2014 Q4	$6K	Hold	50	–	–	﹤0.01%	3399
2014 Q3	$6K	Hold	50	–	–	﹤0.01%	3196
2014 Q2	$6K	Hold	50	–	–	﹤0.01%	3120
2014 Q1	$6K	Buy	+50	New	+$6.45K	﹤0.01%	2996

Other funds holding HDGE

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Creative Planning's HDGE Position: Q3 2017 in Review

Creative Planning sold out of AdvisorShares Ranger Equity Bear ETF (HDGE) in Q3 2017, closing a stake of 646 shares — an estimated $55K sold.

Creative Planning first reported a position in HDGE in Q1 2014 and held it in 9 quarters. The position peaked at $55K in Q2 2017. 40 funds tracked by Wall St. Rank hold HDGE as of Q3 2017.

Creative Planning reported no remaining AdvisorShares Ranger Equity Bear ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 646 AdvisorShares Ranger Equity Bear ETF shares in Q3 2017, an estimated $55K.
Creative Planning first reported a position in AdvisorShares Ranger Equity Bear ETF in Q1 2014 and held it in 9 quarters.
Creative Planning's AdvisorShares Ranger Equity Bear ETF position peaked at $55K in Q2 2017.
40 funds tracked by Wall St. Rank held AdvisorShares Ranger Equity Bear ETF as of Q3 2017.

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