Creative Planning’s ProShares Trust UltraShort Lehman 7-10 Year Treasury PST Stock Holding History

Creative Planning’s Portfolio PST Stock Details PST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-3,554	Closed	-$76K	–	3258
2017 Q2	$76K	Buy	+3,554	New	+$76.2K	﹤0.01%	2188
2015 Q2	–	Sell	-500	Closed	-$12K	–	2526
2015 Q1	$12K	Hold	500	–	–	﹤0.01%	3089
2014 Q4	$12K	Hold	500	–	–	﹤0.01%	3016
2014 Q3	$13K	Hold	500	–	–	﹤0.01%	2804
2014 Q2	$13K	Buy	+500	New	+$13.8K	﹤0.01%	2743
2013 Q4	–	Sell	-2,000	Closed	-$58K	–	3439
2013 Q3	$58K	Sell	2,000 -75	-4%	-$2.25K	﹤0.01%	1427
2013 Q2	$61K	Buy	+2,075	New	+$57.2K	﹤0.01%	1272

Other funds holding PST

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SCM

Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return

BUB

BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

CAM

Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's PST Position: Q3 2017 in Review

Creative Planning sold out of ProShares Trust UltraShort Lehman 7-10 Year Treasury (PST) in Q3 2017, closing a stake of 3,554 shares — an estimated $76K sold.

Creative Planning first reported a position in PST in Q2 2013 and held it in 7 quarters. The position peaked at $76K in Q2 2017. 20 funds tracked by Wall St. Rank hold PST as of Q3 2017.

Creative Planning reported no remaining ProShares Trust UltraShort Lehman 7-10 Year Treasury position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 3,554 ProShares Trust UltraShort Lehman 7-10 Year Treasury shares in Q3 2017, an estimated $76K.
Creative Planning first reported a position in ProShares Trust UltraShort Lehman 7-10 Year Treasury in Q2 2013 and held it in 7 quarters.
Creative Planning's ProShares Trust UltraShort Lehman 7-10 Year Treasury position peaked at $76K in Q2 2017.
20 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 7-10 Year Treasury as of Q3 2017.

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