Creative Planning’s Direxion Daily Retail Bull 3X ETF RETL Stock Holding History

Creative Planning’s Portfolio RETL Stock Details RETL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-11,563	Closed	-$69K	–	4311
2014 Q3	$69K	Buy	+11,563	New	+$65.4K	﹤0.01%	1714
2013 Q4	–	Sell	-5,725	Closed	-$28K	–	3447
2013 Q3	$28K	Buy	+5,725	New	+$27.3K	﹤0.01%	1894

Other funds holding RETL

VCAM

Valentine Capital Asset Management Danville, California $89.6M AUM 0.84% 1-Year Est. Return

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

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

Creative Planning's RETL Position: Q4 2014 in Review

Creative Planning sold out of Direxion Daily Retail Bull 3X ETF (RETL) in Q4 2014, closing a stake of 11,563 shares — an estimated $69K sold.

Creative Planning first reported a position in RETL in Q3 2013 and held it in 2 quarters. The position peaked at $69K in Q3 2014. 4 funds tracked by Wall St. Rank hold RETL as of Q4 2014.

Creative Planning reported no remaining Direxion Daily Retail Bull 3X ETF position as of Q4 2014 after selling out during the quarter.
Creative Planning sold 11,563 Direxion Daily Retail Bull 3X ETF shares in Q4 2014, an estimated $69K.
Creative Planning first reported a position in Direxion Daily Retail Bull 3X ETF in Q3 2013 and held it in 2 quarters.
Creative Planning's Direxion Daily Retail Bull 3X ETF position peaked at $69K in Q3 2014.
4 funds tracked by Wall St. Rank held Direxion Daily Retail Bull 3X ETF as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.