Creative Planning’s VanEck Vectors Coal ETF KOL Stock Holding History

Creative Planning’s Portfolio KOL Stock Details KOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-23	Closed	-$3K	–	4947
2017 Q1	$3K	Sell	23 -5	-18%	-$663	﹤0.01%	4216
2016 Q4	$3K	Buy	+28	New	+$3.63K	﹤0.01%	4203
2016 Q1	–	Sell	-4	Closed	–	–	4644
2015 Q4	$0	Buy	+4	New	+$311	﹤0.01%	4676
2015 Q2	–	Sell	-41	Closed	-$5K	–	3470
2015 Q1	$5K	Buy	41 +10	+32%	+$1.39K	﹤0.01%	3570
2014 Q4	$5K	Sell	31 -19	-38%	-$3.04K	﹤0.01%	3528
2014 Q3	$9K	Buy	50 +20	+67%	+$3.76K	﹤0.01%	3029
2014 Q2	$6K	Hold	30	–	–	﹤0.01%	3152
2014 Q1	$6K	Hold	30	–	–	﹤0.01%	3027
2013 Q4	$6K	Buy	+30	New	+$5.94K	﹤0.01%	2796

Other funds holding KOL

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

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

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

Creative Planning's KOL Position: Q2 2017 in Review

Creative Planning sold out of VanEck Vectors Coal ETF (KOL) in Q2 2017, closing a stake of 23 shares — an estimated $3K sold.

Creative Planning first reported a position in KOL in Q4 2013 and held it in 9 quarters. The position peaked at $9K in Q3 2014. 25 funds tracked by Wall St. Rank hold KOL as of Q2 2017.

Creative Planning reported no remaining VanEck Vectors Coal ETF position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 23 VanEck Vectors Coal ETF shares in Q2 2017, an estimated $3K.
Creative Planning first reported a position in VanEck Vectors Coal ETF in Q4 2013 and held it in 9 quarters.
Creative Planning's VanEck Vectors Coal ETF position peaked at $9K in Q3 2014.
25 funds tracked by Wall St. Rank held VanEck Vectors Coal ETF as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.