Creative Planning
NORW

Creative Planning’s Global X MSCI Norway ETF NORW Stock Holding History

Creative Planning’s Portfolio NORW Stock Details NORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-745
Closed -$8K – 5195
2016
Q4 		$8K Buy
+745
New +$8.28K ﹤0.01% 3738
2015
Q4 		– Sell
-800
Closed -$8K – 4894
2015
Q3 		$8K Buy
+800
New +$8.97K ﹤0.01% 3405
2015
Q2 		– Sell
-44,800
Closed -$522K – 4300
2015
Q1 		$522K Buy
+44,800
New +$539K ﹤0.01% 720

Other funds holding NORW

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning's NORW Position: Q1 2017 in Review

Creative Planning sold out of Global X MSCI Norway ETF (NORW) in Q1 2017, closing a stake of 745 shares — an estimated $8K sold.

Creative Planning first reported a position in NORW in Q1 2015 and held it in 3 quarters. The position peaked at $522K in Q1 2015. 35 funds tracked by Wall St. Rank hold NORW as of Q1 2017.

  • Creative Planning reported no remaining Global X MSCI Norway ETF position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 745 Global X MSCI Norway ETF shares in Q1 2017, an estimated $8K.
  • Creative Planning first reported a position in Global X MSCI Norway ETF in Q1 2015 and held it in 3 quarters.
  • Creative Planning's Global X MSCI Norway ETF position peaked at $522K in Q1 2015.
  • 35 funds tracked by Wall St. Rank held Global X MSCI Norway ETF as of Q1 2017.

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