Creative Planning
MDD

Creative Planning’s SPDR S&P INTERNATIONAL MID CAP ETF MDD Stock Holding History

Creative Planning’s Portfolio MDD Stock Details MDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-280
Closed -$9K – 4204
2014
Q1 		$9K Hold
280
– – ﹤0.01% 2837
2013
Q4 		$9K Hold
280
– – ﹤0.01% 2646
2013
Q3 		$9K Sell
280
-698
-71% -$22.3K ﹤0.01% 2533
2013
Q2 		$29K Buy
+978
New +$30.2K ﹤0.01% 1710

Other funds holding MDD

HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Creative Planning's MDD Position: Q2 2014 in Review

Creative Planning sold out of SPDR S&P INTERNATIONAL MID CAP ETF (MDD) in Q2 2014, closing a stake of 280 shares — an estimated $9K sold.

Creative Planning first reported a position in MDD in Q2 2013 and held it in 4 quarters. The position peaked at $29K in Q2 2013. 20 funds tracked by Wall St. Rank hold MDD as of Q2 2014.

  • Creative Planning reported no remaining SPDR S&P INTERNATIONAL MID CAP ETF position as of Q2 2014 after selling out during the quarter.
  • Creative Planning sold 280 SPDR S&P INTERNATIONAL MID CAP ETF shares in Q2 2014, an estimated $9K.
  • Creative Planning first reported a position in SPDR S&P INTERNATIONAL MID CAP ETF in Q2 2013 and held it in 4 quarters.
  • Creative Planning's SPDR S&P INTERNATIONAL MID CAP ETF position peaked at $29K in Q2 2013.
  • 20 funds tracked by Wall St. Rank held SPDR S&P INTERNATIONAL MID CAP ETF as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.