Creative Planning’s VanEck Long Muni ETF MLN Stock Holding History

Creative Planning’s Portfolio MLN Stock Details MLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-123	Closed	-$2K	–	2983
2017 Q2	$2K	Hold	123	–	–	﹤0.01%	4318
2017 Q1	$2K	Hold	123	–	–	﹤0.01%	4300
2016 Q4	$2K	Hold	123	–	–	﹤0.01%	4285
2016 Q3	$3K	Hold	123	–	–	﹤0.01%	4108
2016 Q2	$3K	Hold	123	–	–	﹤0.01%	3899
2016 Q1	$2K	Hold	123	–	–	﹤0.01%	3965
2015 Q4	$2K	Hold	123	–	–	﹤0.01%	4048
2015 Q3	$2K	Buy	+123	New	+$2.38K	﹤0.01%	3961
2015 Q2	–	Sell	-523	Closed	-$10K	–	2250
2015 Q1	$10K	Buy	523 +400	+325%	+$7.99K	﹤0.01%	3193
2014 Q4	$2K	Hold	123	–	–	﹤0.01%	3831
2014 Q3	$2K	Hold	123	–	–	﹤0.01%	3675
2014 Q2	$2K	Hold	123	–	–	﹤0.01%	3519
2014 Q1	$2K	Hold	123	–	–	﹤0.01%	3376
2013 Q4	$2K	Hold	123	–	–	﹤0.01%	3102
2013 Q3	$2K	Hold	123	–	–	﹤0.01%	2990
2013 Q2	$2K	Buy	+123	New	+$2.41K	﹤0.01%	2828

Other funds holding MLN

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

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

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

Creative Planning's MLN Position: Q3 2017 in Review

Creative Planning sold out of VanEck Long Muni ETF (MLN) in Q3 2017, closing a stake of 123 shares — an estimated $2K sold.

Creative Planning first reported a position in MLN in Q2 2013 and held it in 16 quarters. The position peaked at $10K in Q1 2015. 33 funds tracked by Wall St. Rank hold MLN as of Q3 2017.

Creative Planning reported no remaining VanEck Long Muni ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 123 VanEck Long Muni ETF shares in Q3 2017, an estimated $2K.
Creative Planning first reported a position in VanEck Long Muni ETF in Q2 2013 and held it in 16 quarters.
Creative Planning's VanEck Long Muni ETF position peaked at $10K in Q1 2015.
33 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q3 2017.

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