Creative Planning’s SPDR S&P International Telecommunications Sector IST Stock Holding History

Creative Planning’s Portfolio IST Stock Details IST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-904	Closed	-$23K	–	4708
2015 Q4	$23K	Hold	904	–	–	﹤0.01%	2760
2015 Q3	$22K	Buy	+904	New	+$23.7K	﹤0.01%	2665
2015 Q2	–	Sell	-904	Closed	-$23K	–	3730
2015 Q1	$23K	Buy	+904	New	+$23.4K	﹤0.01%	2627
2014 Q2	–	Sell	-14,442	Closed	-$386K	–	4067
2014 Q1	$386K	Buy	+14,442	New	+$413K	0.01%	728

Other funds holding IST

Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WEC

Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LTFS

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

Creative Planning's IST Position: Q1 2016 in Review

Creative Planning sold out of SPDR S&P International Telecommunications Sector (IST) in Q1 2016, closing a stake of 904 shares — an estimated $23K sold.

Creative Planning first reported a position in IST in Q1 2014 and held it in 4 quarters. The position peaked at $386K in Q1 2014. 13 funds tracked by Wall St. Rank hold IST as of Q1 2016.

Creative Planning reported no remaining SPDR S&P International Telecommunications Sector position as of Q1 2016 after selling out during the quarter.
Creative Planning sold 904 SPDR S&P International Telecommunications Sector shares in Q1 2016, an estimated $23K.
Creative Planning first reported a position in SPDR S&P International Telecommunications Sector in Q1 2014 and held it in 4 quarters.
Creative Planning's SPDR S&P International Telecommunications Sector position peaked at $386K in Q1 2014.
13 funds tracked by Wall St. Rank held SPDR S&P International Telecommunications Sector as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.