Creative Planning
KNOW

Creative Planning’s Direxion All Cap Insider Sentiment Shares KNOW Stock Holding History

Creative Planning’s Portfolio KNOW Stock Details KNOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-400
Closed -$16K – 4171
2017
Q2 		$16K Hold
400
– – ﹤0.01% 3340
2017
Q1 		$16K Buy
+400
New +$15.6K ﹤0.01% 3301

Other funds holding KNOW

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Creative Planning's KNOW Position: Q3 2017 in Review

Creative Planning sold out of Direxion All Cap Insider Sentiment Shares (KNOW) in Q3 2017, closing a stake of 400 shares — an estimated $16K sold.

Creative Planning first reported a position in KNOW in Q1 2017 and held it in 2 quarters. The position peaked at $16K in Q2 2017. 38 funds tracked by Wall St. Rank hold KNOW as of Q3 2017.

  • Creative Planning reported no remaining Direxion All Cap Insider Sentiment Shares position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 400 Direxion All Cap Insider Sentiment Shares shares in Q3 2017, an estimated $16K.
  • Creative Planning first reported a position in Direxion All Cap Insider Sentiment Shares in Q1 2017 and held it in 2 quarters.
  • Creative Planning's Direxion All Cap Insider Sentiment Shares position peaked at $16K in Q2 2017.
  • 38 funds tracked by Wall St. Rank held Direxion All Cap Insider Sentiment Shares as of Q3 2017.

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