Creative Planning’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Creative Planning’s Portfolio NANR Stock Details NANR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-6,137	Closed	-$190K	–	3042
2017 Q2	$190K	Buy	6,137 +5,923	+2,768%	+$191K	﹤0.01%	1547
2017 Q1	$7K	Hold	214	–	–	﹤0.01%	3802
2016 Q4	$7K	Hold	214	–	–	﹤0.01%	3779
2016 Q3	$7K	Sell	214 -476	-69%	-$16.4K	﹤0.01%	3731
2016 Q2	$24K	Buy	+690	New	+$22.3K	﹤0.01%	2664

Other funds holding NANR

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning's NANR Position: Q3 2017 in Review

Creative Planning sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q3 2017, closing a stake of 6,137 shares — an estimated $190K sold.

Creative Planning first reported a position in NANR in Q2 2016 and held it in 5 quarters. The position peaked at $190K in Q2 2017. 16 funds tracked by Wall St. Rank hold NANR as of Q3 2017.

Creative Planning reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 6,137 State Street SPDR S&P North American Natural Resources ETF shares in Q3 2017, an estimated $190K.
Creative Planning first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q2 2016 and held it in 5 quarters.
Creative Planning's State Street SPDR S&P North American Natural Resources ETF position peaked at $190K in Q2 2017.
16 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q3 2017.

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