Creative Planning
KBWC

Creative Planning’s POWERSHARES KBW CAP MKT PORT KBWC Stock Holding History

Creative Planning’s Portfolio KBWC Stock Details KBWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-200
Closed -$10K – 4294
2014
Q2 		$10K Buy
+200
New +$9.53K ﹤0.01% 2894

Other funds holding KBWC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Creative Planning's KBWC Position: Q3 2014 in Review

Creative Planning sold out of POWERSHARES KBW CAP MKT PORT (KBWC) in Q3 2014, closing a stake of 200 shares — an estimated $10K sold.

Creative Planning first reported a position in KBWC in Q2 2014 and held it in 1 quarter. The position peaked at $10K in Q2 2014. 7 funds tracked by Wall St. Rank hold KBWC as of Q3 2014.

  • Creative Planning reported no remaining POWERSHARES KBW CAP MKT PORT position as of Q3 2014 after selling out during the quarter.
  • Creative Planning sold 200 POWERSHARES KBW CAP MKT PORT shares in Q3 2014, an estimated $10K.
  • Creative Planning first reported a position in POWERSHARES KBW CAP MKT PORT in Q2 2014 and held it in 1 quarter.
  • Creative Planning's POWERSHARES KBW CAP MKT PORT position peaked at $10K in Q2 2014.
  • 7 funds tracked by Wall St. Rank held POWERSHARES KBW CAP MKT PORT as of Q3 2014.

Based on Creative Planning's 13F filing for Q3 2014, filed 10 Oct 2014.