Creative Planning’s VanEck Indonesia Index ETF IDX Stock Holding History

Creative Planning’s Portfolio IDX Stock Details IDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-42	Closed	-$1K	–	4708
2017 Q1	$1K	Buy	+42	New	+$923	﹤0.01%	4448
2016 Q2	–	Sell	-3,781	Closed	-$79K	–	4425
2016 Q1	$79K	Buy	+3,781	New	+$74.1K	﹤0.01%	1777
2015 Q1	–	Sell	-3,000	Closed	-$73K	–	4301
2014 Q4	$73K	Sell	3,000 -450	-13%	-$11.1K	﹤0.01%	1738
2014 Q3	$86K	Hold	3,450	–	–	﹤0.01%	1578
2014 Q2	$85K	Hold	3,450	–	–	﹤0.01%	1542
2014 Q1	$87K	Hold	3,450	–	–	﹤0.01%	1487
2013 Q4	$73K	Buy	3,450 +3,147	+1,039%	+$72.2K	﹤0.01%	1371
2013 Q3	$7K	Hold	303	–	–	﹤0.01%	2615
2013 Q2	$9K	Buy	+303	New	+$9.43K	﹤0.01%	2320

Other funds holding IDX

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Creative Planning's IDX Position: Q2 2017 in Review

Creative Planning sold out of VanEck Indonesia Index ETF (IDX) in Q2 2017, closing a stake of 42 shares — an estimated $1K sold.

Creative Planning first reported a position in IDX in Q2 2013 and held it in 9 quarters. The position peaked at $87K in Q1 2014. 34 funds tracked by Wall St. Rank hold IDX as of Q2 2017.

Creative Planning reported no remaining VanEck Indonesia Index ETF position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 42 VanEck Indonesia Index ETF shares in Q2 2017, an estimated $1K.
Creative Planning first reported a position in VanEck Indonesia Index ETF in Q2 2013 and held it in 9 quarters.
Creative Planning's VanEck Indonesia Index ETF position peaked at $87K in Q1 2014.
34 funds tracked by Wall St. Rank held VanEck Indonesia Index ETF as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.