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

Creative Planning’s Portfolio JJC Stock Details JJC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-500	Closed	-$13K	–	4846
2016 Q2	$13K	Hold	500	–	–	﹤0.01%	3102
2016 Q1	$13K	Buy	+500	New	+$12.2K	﹤0.01%	3081
2013 Q3	–	Sell	-65,349	Closed	-$2.45M	–	3440
2013 Q2	$2.45M	Buy	+65,349	New	+$2.64M	0.06%	111

Other funds holding JJC

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

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

LGL Partners Philadelphia, Pennsylvania $243M AUM 17.78% 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

LTFS

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Creative Planning's JJC Position: Q3 2016 in Review

Creative Planning sold out of iPath Bloomberg Copper Subindex Total Return ETN due October 22, 2037 (JJC) in Q3 2016, closing a stake of 500 shares — an estimated $13K sold.

Creative Planning first reported a position in JJC in Q2 2013 and held it in 3 quarters. The position peaked at $2.45M in Q2 2013. 15 funds tracked by Wall St. Rank hold JJC as of Q3 2016.

Creative Planning reported no remaining iPath Bloomberg Copper Subindex Total Return ETN due October 22, 2037 position as of Q3 2016 after selling out during the quarter.
Creative Planning sold 500 iPath Bloomberg Copper Subindex Total Return ETN due October 22, 2037 shares in Q3 2016, an estimated $13K.
Creative Planning first reported a position in iPath Bloomberg Copper Subindex Total Return ETN due October 22, 2037 in Q2 2013 and held it in 3 quarters.
Creative Planning's iPath Bloomberg Copper Subindex Total Return ETN due October 22, 2037 position peaked at $2.45M in Q2 2013.
15 funds tracked by Wall St. Rank held iPath Bloomberg Copper Subindex Total Return ETN due October 22, 2037 as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.