Creative Planning
INC

Creative Planning’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History

Creative Planning’s Portfolio INC Stock Details INC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-400
Closed -$40K – 4779
2017
Q2 		$40K Hold
400
– – ﹤0.01% 2695
2017
Q1 		$40K Hold
400
– – ﹤0.01% 2652
2016
Q4 		$40K Buy
+400
New +$40K ﹤0.01% 2578

Other funds holding INC

AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCAG
First Capital Advisors Group Little Silver, New Jersey $192M AUM 17.47% 1-Year Est. Return

Creative Planning's INC Position: Q3 2017 in Review

Creative Planning sold out of ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) in Q3 2017, closing a stake of 400 shares — an estimated $40K sold.

Creative Planning first reported a position in INC in Q4 2016 and held it in 3 quarters. The position peaked at $40K in Q2 2017. 26 funds tracked by Wall St. Rank hold INC as of Q3 2017.

  • Creative Planning reported no remaining ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 400 ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) shares in Q3 2017, an estimated $40K.
  • Creative Planning first reported a position in ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) in Q4 2016 and held it in 3 quarters.
  • Creative Planning's ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position peaked at $40K in Q2 2017.
  • 26 funds tracked by Wall St. Rank held ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) as of Q3 2017.

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