Creative Planning
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Creative Planning’s Invesco International Corporate Bond ETF PICB Stock Holding History

Creative Planning’s Portfolio PICB Stock Details PICB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-144
Closed -$4K – 2475
2015
Q1 		$4K Sell
144
-1,111
-89% -$30.3K ﹤0.01% 3647
2014
Q4 		$36K Buy
+1,255
New +$36.1K ﹤0.01% 2214
2014
Q2 		– Sell
-567
Closed -$17K – 3915
2014
Q1 		$17K Buy
+567
New +$16.8K ﹤0.01% 2486
2013
Q3 		– Sell
-2,195
Closed -$60K – 3315
2013
Q2 		$60K Buy
+2,195
New +$63.4K ﹤0.01% 1280

Other funds holding PICB

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Creative Planning's PICB Position: Q2 2015 in Review

Creative Planning sold out of Invesco International Corporate Bond ETF (PICB) in Q2 2015, closing a stake of 144 shares — an estimated $4K sold.

Creative Planning first reported a position in PICB in Q2 2013 and held it in 4 quarters. The position peaked at $60K in Q2 2013. 46 funds tracked by Wall St. Rank hold PICB as of Q2 2015.

  • Creative Planning reported no remaining Invesco International Corporate Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 144 Invesco International Corporate Bond ETF shares in Q2 2015, an estimated $4K.
  • Creative Planning first reported a position in Invesco International Corporate Bond ETF in Q2 2013 and held it in 4 quarters.
  • Creative Planning's Invesco International Corporate Bond ETF position peaked at $60K in Q2 2013.
  • 46 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.