Creative Planning
KRU

Creative Planning’s ProShares Ultra S&P Regional Banking of Proshares Trust KRU Stock Holding History

Creative Planning’s Portfolio KRU Stock Details KRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-200
Closed -$9K – 3979
2013
Q4 		$9K Buy
+200
New +$8.32K ﹤0.01% 2648

Other funds holding KRU

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Creative Planning's KRU Position: Q1 2014 in Review

Creative Planning sold out of ProShares Ultra S&P Regional Banking of Proshares Trust (KRU) in Q1 2014, closing a stake of 200 shares — an estimated $9K sold.

Creative Planning first reported a position in KRU in Q4 2013 and held it in 1 quarter. The position peaked at $9K in Q4 2013. 7 funds tracked by Wall St. Rank hold KRU as of Q1 2014.

  • Creative Planning reported no remaining ProShares Ultra S&P Regional Banking of Proshares Trust position as of Q1 2014 after selling out during the quarter.
  • Creative Planning sold 200 ProShares Ultra S&P Regional Banking of Proshares Trust shares in Q1 2014, an estimated $9K.
  • Creative Planning first reported a position in ProShares Ultra S&P Regional Banking of Proshares Trust in Q4 2013 and held it in 1 quarter.
  • Creative Planning's ProShares Ultra S&P Regional Banking of Proshares Trust position peaked at $9K in Q4 2013.
  • 7 funds tracked by Wall St. Rank held ProShares Ultra S&P Regional Banking of Proshares Trust as of Q1 2014.

Based on Creative Planning's 13F filing for Q1 2014, filed 11 Apr 2014.