Creative Planning
OEFA

Creative Planning’s ALPS O'Shares International Developed Quality Dividend ETF OEFA Stock Holding History

Creative Planning’s Portfolio OEFA Stock Details OEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-200
Closed -$5K – 4685
2016
Q2 		$5K Hold
200
– – ﹤0.01% 3657
2016
Q1 		$5K Buy
+200
New +$4.46K ﹤0.01% 3599

Other funds holding OEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Creative Planning's OEFA Position: Q3 2016 in Review

Creative Planning sold out of ALPS O'Shares International Developed Quality Dividend ETF (OEFA) in Q3 2016, closing a stake of 200 shares — an estimated $5K sold.

Creative Planning first reported a position in OEFA in Q1 2016 and held it in 2 quarters. The position peaked at $5K in Q2 2016. 15 funds tracked by Wall St. Rank hold OEFA as of Q3 2016.

  • Creative Planning reported no remaining ALPS O'Shares International Developed Quality Dividend ETF position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 200 ALPS O'Shares International Developed Quality Dividend ETF shares in Q3 2016, an estimated $5K.
  • Creative Planning first reported a position in ALPS O'Shares International Developed Quality Dividend ETF in Q1 2016 and held it in 2 quarters.
  • Creative Planning's ALPS O'Shares International Developed Quality Dividend ETF position peaked at $5K in Q2 2016.
  • 15 funds tracked by Wall St. Rank held ALPS O'Shares International Developed Quality Dividend ETF as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.