Creative Planning’s E-TRACS UBS Long Platinum ETN PTM Stock Holding History

Creative Planning’s Portfolio PTM Stock Details PTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-25	Closed	–	–	4305
2015 Q1	$0	Buy	+25	New	+$328	﹤0.01%	4719

Other funds holding PTM

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

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

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Creative Planning's PTM Position: Q2 2015 in Review

Creative Planning sold out of E-TRACS UBS Long Platinum ETN (PTM) in Q2 2015, closing a stake of 25 shares.

Creative Planning first reported a position in PTM in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 5 funds tracked by Wall St. Rank hold PTM as of Q2 2015.

Creative Planning reported no remaining E-TRACS UBS Long Platinum ETN position as of Q2 2015 after selling out during the quarter.
Creative Planning sold 25 E-TRACS UBS Long Platinum ETN shares in Q2 2015.
Creative Planning first reported a position in E-TRACS UBS Long Platinum ETN in Q1 2015 and held it in 1 quarter.
Creative Planning's E-TRACS UBS Long Platinum ETN position peaked at $0 in Q1 2015.
5 funds tracked by Wall St. Rank held E-TRACS UBS Long Platinum ETN as of Q2 2015.

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