Creative Planning’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

Creative Planning’s Portfolio PWJ Stock Details PWJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-971	Closed	-$36K	–	4732
2017 Q2	$36K	Hold	971	–	–	﹤0.01%	2792
2017 Q1	$33K	Hold	971	–	–	﹤0.01%	2782
2016 Q4	$30K	Hold	971	–	–	﹤0.01%	2811
2016 Q3	$31K	Hold	971	–	–	﹤0.01%	2726
2016 Q2	$29K	Hold	971	–	–	﹤0.01%	2541
2016 Q1	$28K	Sell	971 -6,104	-86%	-$176K	﹤0.01%	2529
2015 Q4	$213K	Buy	7,075 +5,354	+311%	+$161K	﹤0.01%	1167
2015 Q3	$50K	Buy	+1,721	New	+$50K	﹤0.01%	2047
2015 Q2	–	Sell	-1,721	Closed	-$56K	–	4267
2015 Q1	$56K	Sell	1,721 -22	-1%	-$716	﹤0.01%	1962
2014 Q4	$55K	Hold	1,743	–	–	﹤0.01%	1960
2014 Q3	$53K	Buy	1,743 +500	+40%	+$15.2K	﹤0.01%	1890
2014 Q2	$38K	Buy	1,243 +272	+28%	+$8.31K	﹤0.01%	2076
2014 Q1	$29K	Hold	971	–	–	﹤0.01%	2168
2013 Q4	$28K	Sell	971 -1,082	-53%	-$31.2K	﹤0.01%	2009
2013 Q3	$56K	Hold	2,053	–	–	﹤0.01%	1449
2013 Q2	$53K	Buy	+2,053	New	+$53K	﹤0.01%	1358

Other funds holding PWJ

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

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

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return

Creative Planning's PWJ Position: Q3 2017 in Review

Creative Planning sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q3 2017, closing a stake of 971 shares — an estimated $36K sold.

Creative Planning first reported a position in PWJ in Q2 2013 and held it in 16 quarters. The position peaked at $213K in Q4 2015. 30 funds tracked by Wall St. Rank hold PWJ as of Q3 2017.

Creative Planning reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 971 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q3 2017, an estimated $36K.
Creative Planning first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q2 2013 and held it in 16 quarters.
Creative Planning's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $213K in Q4 2015.
30 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q3 2017.

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