Creative Planning
OEUH

Creative Planning’s OShares FTSE Europe Quality Dividend Hedged ETF OEUH Stock Holding History

Creative Planning’s Portfolio OEUH Stock Details OEUH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-100
Closed -$3K – 4710
2017
Q2 		$3K Hold
100
– – ﹤0.01% 4266
2017
Q1 		$3K Hold
100
– – ﹤0.01% 4247
2016
Q4 		$2K Hold
100
– – ﹤0.01% 4380
2016
Q3 		$3K Sell
100
-100
-50% -$2.71K ﹤0.01% 4191
2016
Q2 		$5K Buy
+200
New +$5.13K ﹤0.01% 3710

Other funds holding OEUH

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's OEUH Position: Q3 2017 in Review

Creative Planning sold out of OShares FTSE Europe Quality Dividend Hedged ETF (OEUH) in Q3 2017, closing a stake of 100 shares — an estimated $3K sold.

Creative Planning first reported a position in OEUH in Q2 2016 and held it in 5 quarters. The position peaked at $5K in Q2 2016. 9 funds tracked by Wall St. Rank hold OEUH as of Q3 2017.

  • Creative Planning reported no remaining OShares FTSE Europe Quality Dividend Hedged ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 100 OShares FTSE Europe Quality Dividend Hedged ETF shares in Q3 2017, an estimated $3K.
  • Creative Planning first reported a position in OShares FTSE Europe Quality Dividend Hedged ETF in Q2 2016 and held it in 5 quarters.
  • Creative Planning's OShares FTSE Europe Quality Dividend Hedged ETF position peaked at $5K in Q2 2016.
  • 9 funds tracked by Wall St. Rank held OShares FTSE Europe Quality Dividend Hedged ETF as of Q3 2017.

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