Creative Planning’s ProShares Ultra Communication Services LTL Stock Holding History

Creative Planning’s Portfolio LTL Stock Details LTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-80	Closed	-$1K	–	4801
2016 Q4	$1K	Buy	+80	New	+$1.07K	﹤0.01%	4455
2015 Q1	–	Sell	-400	Closed	-$4K	–	4322
2014 Q4	$4K	Buy	+400	New	+$4.49K	﹤0.01%	3599

Other funds holding LTL

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning's LTL Position: Q1 2017 in Review

Creative Planning sold out of ProShares Ultra Communication Services (LTL) in Q1 2017, closing a stake of 80 shares — an estimated $1K sold.

Creative Planning first reported a position in LTL in Q4 2014 and held it in 2 quarters. The position peaked at $4K in Q4 2014. 6 funds tracked by Wall St. Rank hold LTL as of Q1 2017.

Creative Planning reported no remaining ProShares Ultra Communication Services position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 80 ProShares Ultra Communication Services shares in Q1 2017, an estimated $1K.
Creative Planning first reported a position in ProShares Ultra Communication Services in Q4 2014 and held it in 2 quarters.
Creative Planning's ProShares Ultra Communication Services position peaked at $4K in Q4 2014.
6 funds tracked by Wall St. Rank held ProShares Ultra Communication Services as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.