Creative Planning
IPW

Creative Planning’s SPDR S&P International Energy Sector IPW Stock Holding History

Creative Planning’s Portfolio IPW Stock Details IPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,509
Closed -$61K – 4762
2017
Q2 		$61K Buy
3,509
+232
+7% +$4.19K ﹤0.01% 2367
2017
Q1 		$60K Buy
3,277
+1
+0% +$18 ﹤0.01% 2352
2016
Q4 		$61K Buy
3,276
+3
+0.1% +$54 ﹤0.01% 2234
2016
Q3 		$57K Buy
3,273
+1
+0% +$17 ﹤0.01% 2270
2016
Q2 		$57K Buy
3,272
+3
+0.1% +$51 ﹤0.01% 2057
2016
Q1 		$53K Hold
3,269
– – ﹤0.01% 2064
2015
Q4 		$50K Hold
3,269
– – ﹤0.01% 2139
2015
Q3 		$51K Buy
+3,269
New +$56.7K ﹤0.01% 2033
2015
Q2 		– Sell
-1,439
Closed -$28K – 4309
2015
Q1 		$28K Hold
1,439
– – ﹤0.01% 2467
2014
Q4 		$30K Buy
1,439
+1,239
+620% +$28K ﹤0.01% 2366
2014
Q3 		$5K Hold
200
– – ﹤0.01% 3363
2014
Q2 		$6K Buy
+200
New +$5.69K ﹤0.01% 3185

Creative Planning's IPW Position: Q3 2017 in Review

Creative Planning sold out of SPDR S&P International Energy Sector (IPW) in Q3 2017, closing a stake of 3,509 shares — an estimated $61K sold.

Creative Planning first reported a position in IPW in Q2 2014 and held it in 12 quarters. The position peaked at $61K in Q2 2017. 0 funds tracked by Wall St. Rank hold IPW as of Q3 2017.

  • Creative Planning reported no remaining SPDR S&P International Energy Sector position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 3,509 SPDR S&P International Energy Sector shares in Q3 2017, an estimated $61K.
  • Creative Planning first reported a position in SPDR S&P International Energy Sector in Q2 2014 and held it in 12 quarters.
  • Creative Planning's SPDR S&P International Energy Sector position peaked at $61K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held SPDR S&P International Energy Sector as of Q3 2017.

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