Creative Planning
HGEM

Creative Planning’s EGSHARES HEALTH CARE GEMS ETF HGEM Stock Holding History

Creative Planning’s Portfolio HGEM Stock Details HGEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,200
Closed -$28K – 3690
2013
Q3 		$28K Buy
+1,200
New +$28K ﹤0.01% 1911

Creative Planning's HGEM Position: Q4 2013 in Review

Creative Planning sold out of EGSHARES HEALTH CARE GEMS ETF (HGEM) in Q4 2013, closing a stake of 1,200 shares — an estimated $28K sold.

Creative Planning first reported a position in HGEM in Q3 2013 and held it in 1 quarter. The position peaked at $28K in Q3 2013. 0 funds tracked by Wall St. Rank hold HGEM as of Q4 2013.

  • Creative Planning reported no remaining EGSHARES HEALTH CARE GEMS ETF position as of Q4 2013 after selling out during the quarter.
  • Creative Planning sold 1,200 EGSHARES HEALTH CARE GEMS ETF shares in Q4 2013, an estimated $28K.
  • Creative Planning first reported a position in EGSHARES HEALTH CARE GEMS ETF in Q3 2013 and held it in 1 quarter.
  • Creative Planning's EGSHARES HEALTH CARE GEMS ETF position peaked at $28K in Q3 2013.
  • 0 funds tracked by Wall St. Rank held EGSHARES HEALTH CARE GEMS ETF as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.