Creative Planning
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Creative Planning’s Pacer Trendpilot European Index ETF PTEU Stock Holding History

Creative Planning’s Portfolio PTEU Stock Details PTEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4,283
Closed -$122K – 3262
2017
Q2 		$122K Buy
+4,283
New +$119K ﹤0.01% 1843

Other funds holding PTEU

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Creative Planning's PTEU Position: Q3 2017 in Review

Creative Planning sold out of Pacer Trendpilot European Index ETF (PTEU) in Q3 2017, closing a stake of 4,283 shares — an estimated $122K sold.

Creative Planning first reported a position in PTEU in Q2 2017 and held it in 1 quarter. The position peaked at $122K in Q2 2017. 18 funds tracked by Wall St. Rank hold PTEU as of Q3 2017.

  • Creative Planning reported no remaining Pacer Trendpilot European Index ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 4,283 Pacer Trendpilot European Index ETF shares in Q3 2017, an estimated $122K.
  • Creative Planning first reported a position in Pacer Trendpilot European Index ETF in Q2 2017 and held it in 1 quarter.
  • Creative Planning's Pacer Trendpilot European Index ETF position peaked at $122K in Q2 2017.
  • 18 funds tracked by Wall St. Rank held Pacer Trendpilot European Index ETF as of Q3 2017.

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