Creative Planning
PFA

Creative Planning’s POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT PFA Stock Holding History

Creative Planning’s Portfolio PFA Stock Details PFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-800
Closed -$15K – 4650
2014
Q3 		$15K Buy
+800
New +$15K ﹤0.01% 2734
2014
Q1 		– Sell
-67
Closed -$1K – 3980
2013
Q4 		$1K Buy
+67
New +$1K ﹤0.01% 3298

Other funds holding PFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWA
Genesis Wealth Advisors Braintree, Massachusetts $150M AUM 15.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Creative Planning's PFA Position: Q4 2014 in Review

Creative Planning sold out of POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT (PFA) in Q4 2014, closing a stake of 800 shares — an estimated $15K sold.

Creative Planning first reported a position in PFA in Q4 2013 and held it in 2 quarters. The position peaked at $15K in Q3 2014. 12 funds tracked by Wall St. Rank hold PFA as of Q4 2014.

  • Creative Planning reported no remaining POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 800 POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT shares in Q4 2014, an estimated $15K.
  • Creative Planning first reported a position in POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT in Q4 2013 and held it in 2 quarters.
  • Creative Planning's POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT position peaked at $15K in Q3 2014.
  • 12 funds tracked by Wall St. Rank held POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT as of Q4 2014.

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