Creative Planning’s iPath Bloomberg Agriculture Subindex Total Return ETN due October 22, 2037 JJA Stock Holding History

Creative Planning’s Portfolio JJA Stock Details JJA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-4,787	Closed	-$160K	–	4758
2017 Q2	$160K	Hold	4,787	–	–	﹤0.01%	1658
2017 Q1	$161K	Hold	4,787	–	–	﹤0.01%	1631
2016 Q4	$167K	Sell	4,787 -3,263	-41%	-$118K	﹤0.01%	1510
2016 Q3	$287K	Buy	+8,050	New	+$291K	﹤0.01%	1203
2014 Q2	–	Sell	-437	Closed	-$24K	–	4212
2014 Q1	$24K	Hold	437	–	–	﹤0.01%	2275
2013 Q4	$20K	Hold	437	–	–	﹤0.01%	2207
2013 Q3	$22K	Sell	437 -200	-31%	-$9.96K	﹤0.01%	2059
2013 Q2	$32K	Buy	+637	New	+$33.4K	﹤0.01%	1656

Other funds holding JJA

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

LTFS

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

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Creative Planning's JJA Position: Q3 2017 in Review

Creative Planning sold out of iPath Bloomberg Agriculture Subindex Total Return ETN due October 22, 2037 (JJA) in Q3 2017, closing a stake of 4,787 shares — an estimated $160K sold.

Creative Planning first reported a position in JJA in Q2 2013 and held it in 8 quarters. The position peaked at $287K in Q3 2016. 10 funds tracked by Wall St. Rank hold JJA as of Q3 2017.

Creative Planning reported no remaining iPath Bloomberg Agriculture Subindex Total Return ETN due October 22, 2037 position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 4,787 iPath Bloomberg Agriculture Subindex Total Return ETN due October 22, 2037 shares in Q3 2017, an estimated $160K.
Creative Planning first reported a position in iPath Bloomberg Agriculture Subindex Total Return ETN due October 22, 2037 in Q2 2013 and held it in 8 quarters.
Creative Planning's iPath Bloomberg Agriculture Subindex Total Return ETN due October 22, 2037 position peaked at $287K in Q3 2016.
10 funds tracked by Wall St. Rank held iPath Bloomberg Agriculture Subindex Total Return ETN due October 22, 2037 as of Q3 2017.

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