Creative Planning’s POWERSHARES KBW INS PORT KBWI Stock Holding History

Creative Planning’s Portfolio KBWI Stock Details KBWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-1,000	Closed	-$69K	–	4753
2015 Q4	$69K	Hold	1,000	–	–	﹤0.01%	1864
2015 Q3	$67K	Buy	+1,000	New	+$70.7K	﹤0.01%	1844
2015 Q2	–	Sell	-1,000	Closed	-$69K	–	3914
2015 Q1	$69K	Hold	1,000	–	–	﹤0.01%	1791
2014 Q4	$70K	Hold	1,000	–	–	﹤0.01%	1775
2014 Q3	$66K	Hold	1,000	–	–	﹤0.01%	1739
2014 Q2	$67K	Hold	1,000	–	–	﹤0.01%	1683
2014 Q1	$65K	Hold	1,000	–	–	﹤0.01%	1650
2013 Q4	$66K	Hold	1,000	–	–	﹤0.01%	1431
2013 Q3	$58K	Buy	+1,000	New	+$57.8K	﹤0.01%	1432

Creative Planning's KBWI Position: Q1 2016 in Review

Creative Planning sold out of POWERSHARES KBW INS PORT (KBWI) in Q1 2016, closing a stake of 1,000 shares — an estimated $69K sold.

Creative Planning first reported a position in KBWI in Q3 2013 and held it in 9 quarters. The position peaked at $70K in Q4 2014. 0 funds tracked by Wall St. Rank hold KBWI as of Q1 2016.

Creative Planning reported no remaining POWERSHARES KBW INS PORT position as of Q1 2016 after selling out during the quarter.
Creative Planning sold 1,000 POWERSHARES KBW INS PORT shares in Q1 2016, an estimated $69K.
Creative Planning first reported a position in POWERSHARES KBW INS PORT in Q3 2013 and held it in 9 quarters.
Creative Planning's POWERSHARES KBW INS PORT position peaked at $70K in Q4 2014.
0 funds tracked by Wall St. Rank held POWERSHARES KBW INS PORT as of Q1 2016.

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