Creative Planning’s ISHARES NYSE 100 ETF NY Stock Holding History

Creative Planning’s Portfolio NY Stock Details NY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-60	Closed	-$5K	–	4593
2014 Q3	$5K	Buy	+60	New	+$5.33K	﹤0.01%	3354

Creative Planning's NY Position: Q4 2014 in Review

Creative Planning sold out of ISHARES NYSE 100 ETF (NY) in Q4 2014, closing a stake of 60 shares — an estimated $5K sold.

Creative Planning first reported a position in NY in Q3 2014 and held it in 1 quarter. The position peaked at $5K in Q3 2014. 0 funds tracked by Wall St. Rank hold NY as of Q4 2014.

Creative Planning reported no remaining ISHARES NYSE 100 ETF position as of Q4 2014 after selling out during the quarter.
Creative Planning sold 60 ISHARES NYSE 100 ETF shares in Q4 2014, an estimated $5K.
Creative Planning first reported a position in ISHARES NYSE 100 ETF in Q3 2014 and held it in 1 quarter.
Creative Planning's ISHARES NYSE 100 ETF position peaked at $5K in Q3 2014.
0 funds tracked by Wall St. Rank held ISHARES NYSE 100 ETF as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.