Creative Planning
INXX

Creative Planning’s Columbia India Infrastructure ETF INXX Stock Holding History

Creative Planning’s Portfolio INXX Stock Details INXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,000
Closed -$13K – 4568
2017
Q2 		$13K Hold
1,000
– – ﹤0.01% 3485
2017
Q1 		$13K Sell
1,000
-100
-9% -$1.21K ﹤0.01% 3453
2016
Q4 		$12K Buy
1,100
+1,000
+1,000% +$11.5K ﹤0.01% 3463
2016
Q3 		$1K Hold
100
– – ﹤0.01% 4527
2016
Q2 		$1K Hold
100
– – ﹤0.01% 4303
2016
Q1 		$1K Hold
100
– – ﹤0.01% 4248
2015
Q4 		$1K Hold
100
– – ﹤0.01% 4341
2015
Q3 		$1K Buy
+100
New +$1.17K ﹤0.01% 4227
2015
Q2 		– Sell
-100
Closed -$1K – 3817
2015
Q1 		$1K Hold
100
– – ﹤0.01% 4127
2014
Q4 		$1K Buy
+100
New +$1.31K ﹤0.01% 4068

Other funds holding INXX

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Creative Planning's INXX Position: Q3 2017 in Review

Creative Planning sold out of Columbia India Infrastructure ETF (INXX) in Q3 2017, closing a stake of 1,000 shares — an estimated $13K sold.

Creative Planning first reported a position in INXX in Q4 2014 and held it in 10 quarters. The position peaked at $13K in Q2 2017. 22 funds tracked by Wall St. Rank hold INXX as of Q3 2017.

  • Creative Planning reported no remaining Columbia India Infrastructure ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,000 Columbia India Infrastructure ETF shares in Q3 2017, an estimated $13K.
  • Creative Planning first reported a position in Columbia India Infrastructure ETF in Q4 2014 and held it in 10 quarters.
  • Creative Planning's Columbia India Infrastructure ETF position peaked at $13K in Q2 2017.
  • 22 funds tracked by Wall St. Rank held Columbia India Infrastructure ETF as of Q3 2017.

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