Creative Planning
NFLT icon

Creative Planning’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Creative Planning’s Portfolio NFLT Stock Details NFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-276
Closed -$7K – 3058
2017
Q2 		$7K Buy
276
+2
+0.7% +$51 ﹤0.01% 3832
2017
Q1 		$7K Sell
274
-373
-58% -$9.49K ﹤0.01% 3803
2016
Q4 		$16K Buy
+647
New +$16.6K ﹤0.01% 3224

Other funds holding NFLT

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FCAG
First Capital Advisors Group Little Silver, New Jersey $192M AUM 17.47% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Creative Planning's NFLT Position: Q3 2017 in Review

Creative Planning sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q3 2017, closing a stake of 276 shares — an estimated $7K sold.

Creative Planning first reported a position in NFLT in Q4 2016 and held it in 3 quarters. The position peaked at $16K in Q4 2016. 23 funds tracked by Wall St. Rank hold NFLT as of Q3 2017.

  • Creative Planning reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 276 Virtus Newfleet Multi-Sector Bond ETF shares in Q3 2017, an estimated $7K.
  • Creative Planning first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2016 and held it in 3 quarters.
  • Creative Planning's Virtus Newfleet Multi-Sector Bond ETF position peaked at $16K in Q4 2016.
  • 23 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q3 2017.

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