Creative Planning
JJM

Creative Planning’s iPath Bloomberg Industrial Metals Subindex Total Return ETN due October 22, 2037 JJM Stock Holding History

Creative Planning’s Portfolio JJM Stock Details JJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,991
Closed -$63K – 4715
2015
Q3 		$63K Buy
+2,991
New +$65.7K ﹤0.01% 1882

Other funds holding JJM

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
GWM
Gupta Wealth Management San Diego, California $427M AUM 0.52% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Creative Planning's JJM Position: Q4 2015 in Review

Creative Planning sold out of iPath Bloomberg Industrial Metals Subindex Total Return ETN due October 22, 2037 (JJM) in Q4 2015, closing a stake of 2,991 shares — an estimated $63K sold.

Creative Planning first reported a position in JJM in Q3 2015 and held it in 1 quarter. The position peaked at $63K in Q3 2015. 12 funds tracked by Wall St. Rank hold JJM as of Q4 2015.

  • Creative Planning reported no remaining iPath Bloomberg Industrial Metals Subindex Total Return ETN due October 22, 2037 position as of Q4 2015 after selling out during the quarter.
  • Creative Planning sold 2,991 iPath Bloomberg Industrial Metals Subindex Total Return ETN due October 22, 2037 shares in Q4 2015, an estimated $63K.
  • Creative Planning first reported a position in iPath Bloomberg Industrial Metals Subindex Total Return ETN due October 22, 2037 in Q3 2015 and held it in 1 quarter.
  • Creative Planning's iPath Bloomberg Industrial Metals Subindex Total Return ETN due October 22, 2037 position peaked at $63K in Q3 2015.
  • 12 funds tracked by Wall St. Rank held iPath Bloomberg Industrial Metals Subindex Total Return ETN due October 22, 2037 as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.