Creative Planning’s VanEck Vectors Solar Energy ETF KWT Stock Holding History

Creative Planning’s Portfolio KWT Stock Details KWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,515	Closed	-$61K	–	4573
2017 Q2	$61K	Buy	1,515 +65	+4%	+$2.44K	﹤0.01%	2366
2017 Q1	$52K	Sell	1,450 -225	-13%	-$8.17K	﹤0.01%	2456
2016 Q4	$58K	Sell	1,675 -138	-8%	-$5.05K	﹤0.01%	2278
2016 Q3	$73K	Buy	1,813 +62	+4%	+$2.65K	﹤0.01%	2078
2016 Q2	$76K	Hold	1,751	–	–	﹤0.01%	1845
2016 Q1	$84K	Sell	1,751 -7	-0.4%	-$352	﹤0.01%	1739
2015 Q4	$108K	Buy	1,758 +150	+9%	+$8.87K	﹤0.01%	1589
2015 Q3	$82K	Buy	+1,608	New	+$98.7K	﹤0.01%	1710
2015 Q2	–	Sell	-1,011	Closed	-$83K	–	3889
2015 Q1	$83K	Buy	1,011 +705	+230%	+$51.5K	﹤0.01%	1683
2014 Q4	$21K	Hold	306	–	–	﹤0.01%	2627
2014 Q3	$24K	Hold	306	–	–	﹤0.01%	2436
2014 Q2	$27K	Hold	306	–	–	﹤0.01%	2316
2014 Q1	$26K	Hold	306	–	–	﹤0.01%	2233
2013 Q4	$22K	Hold	306	–	–	﹤0.01%	2137
2013 Q3	$20K	Hold	306	–	–	﹤0.01%	2118
2013 Q2	$15K	Buy	+306	New	+$13.8K	﹤0.01%	2101

Other funds holding KWT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Creative Planning's KWT Position: Q3 2017 in Review

Creative Planning sold out of VanEck Vectors Solar Energy ETF (KWT) in Q3 2017, closing a stake of 1,515 shares — an estimated $61K sold.

Creative Planning first reported a position in KWT in Q2 2013 and held it in 16 quarters. The position peaked at $108K in Q4 2015. 11 funds tracked by Wall St. Rank hold KWT as of Q3 2017.

Creative Planning reported no remaining VanEck Vectors Solar Energy ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,515 VanEck Vectors Solar Energy ETF shares in Q3 2017, an estimated $61K.
Creative Planning first reported a position in VanEck Vectors Solar Energy ETF in Q2 2013 and held it in 16 quarters.
Creative Planning's VanEck Vectors Solar Energy ETF position peaked at $108K in Q4 2015.
11 funds tracked by Wall St. Rank held VanEck Vectors Solar Energy ETF as of Q3 2017.

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