Creative Planning’s WisdomTree Indian Rupee Strategy Fund ICN Stock Holding History

Creative Planning’s Portfolio ICN Stock Details ICN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-300	Closed	-$6K	–	4884
2015 Q3	$6K	Buy	+300	New	+$6.29K	﹤0.01%	3570

Other funds holding ICN

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

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

Creative Planning's ICN Position: Q4 2015 in Review

Creative Planning sold out of WisdomTree Indian Rupee Strategy Fund (ICN) in Q4 2015, closing a stake of 300 shares — an estimated $6K sold.

Creative Planning first reported a position in ICN in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 8 funds tracked by Wall St. Rank hold ICN as of Q4 2015.

Creative Planning reported no remaining WisdomTree Indian Rupee Strategy Fund position as of Q4 2015 after selling out during the quarter.
Creative Planning sold 300 WisdomTree Indian Rupee Strategy Fund shares in Q4 2015, an estimated $6K.
Creative Planning first reported a position in WisdomTree Indian Rupee Strategy Fund in Q3 2015 and held it in 1 quarter.
Creative Planning's WisdomTree Indian Rupee Strategy Fund position peaked at $6K in Q3 2015.
8 funds tracked by Wall St. Rank held WisdomTree Indian Rupee Strategy Fund as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.