Creative Planning’s POWERSHARES FUNDAMENTAL PURE SMALL CORE PORTFOLIO PXSC Stock Holding History

Creative Planning’s Portfolio PXSC Stock Details PXSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-660	Closed	-$26K	–	4730
2017 Q2	$26K	Hold	660	–	–	﹤0.01%	3014
2017 Q1	$26K	Hold	660	–	–	﹤0.01%	2967
2016 Q4	$26K	Hold	660	–	–	﹤0.01%	2915
2016 Q3	$24K	Hold	660	–	–	﹤0.01%	2951
2016 Q2	$22K	Hold	660	–	–	﹤0.01%	2745
2016 Q1	$21K	Hold	660	–	–	﹤0.01%	2736
2015 Q4	$21K	Hold	660	–	–	﹤0.01%	2836
2015 Q3	$20K	Buy	+660	New	+$20K	﹤0.01%	2750
2015 Q2	–	Sell	-660	Closed	-$24K	–	4265
2015 Q1	$24K	Hold	660	–	–	﹤0.01%	2605
2014 Q4	$23K	Hold	660	–	–	﹤0.01%	2571
2014 Q3	$22K	Buy	+660	New	+$22.1K	﹤0.01%	2503

Other funds holding PXSC

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

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

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

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

UWPG

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

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

LTFS

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's PXSC Position: Q3 2017 in Review

Creative Planning sold out of POWERSHARES FUNDAMENTAL PURE SMALL CORE PORTFOLIO (PXSC) in Q3 2017, closing a stake of 660 shares — an estimated $26K sold.

Creative Planning first reported a position in PXSC in Q3 2014 and held it in 11 quarters. The position peaked at $26K in Q2 2017. 13 funds tracked by Wall St. Rank hold PXSC as of Q3 2017.

Creative Planning reported no remaining POWERSHARES FUNDAMENTAL PURE SMALL CORE PORTFOLIO position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 660 POWERSHARES FUNDAMENTAL PURE SMALL CORE PORTFOLIO shares in Q3 2017, an estimated $26K.
Creative Planning first reported a position in POWERSHARES FUNDAMENTAL PURE SMALL CORE PORTFOLIO in Q3 2014 and held it in 11 quarters.
Creative Planning's POWERSHARES FUNDAMENTAL PURE SMALL CORE PORTFOLIO position peaked at $26K in Q2 2017.
13 funds tracked by Wall St. Rank held POWERSHARES FUNDAMENTAL PURE SMALL CORE PORTFOLIO as of Q3 2017.

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