Creative Planning’s SPDR S&P International Utilities Sector IPU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-201
Closed -$3K 4552
2017
Q2
$3K Buy
+201
New +$3.38K ﹤0.01% 4260

Creative Planning's IPU Position: Q3 2017 in Review

Creative Planning sold out of SPDR S&P International Utilities Sector (IPU) in Q3 2017, closing a stake of 201 shares — an estimated $3K sold.

Creative Planning first reported a position in IPU in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 0 funds tracked by Wall St. Rank hold IPU as of Q3 2017.

  • Creative Planning reported no remaining SPDR S&P International Utilities Sector position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 201 SPDR S&P International Utilities Sector shares in Q3 2017, an estimated $3K.
  • Creative Planning first reported a position in SPDR S&P International Utilities Sector in Q2 2017 and held it in 1 quarter.
  • Creative Planning's SPDR S&P International Utilities Sector position peaked at $3K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held SPDR S&P International Utilities Sector as of Q3 2017.

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