Creative Planning’s ISHARES TR RETAIL REAL ESTATE CAPPED ETF RTL Stock Holding History

Creative Planning’s Portfolio RTL Stock Details RTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-2,000	Closed	-$77K	–	4592
2014 Q3	$77K	Hold	2,000	–	–	﹤0.01%	1650
2014 Q2	$79K	Hold	2,000	–	–	﹤0.01%	1586
2014 Q1	$75K	Hold	2,000	–	–	﹤0.01%	1571
2013 Q4	$70K	Hold	2,000	–	–	﹤0.01%	1406
2013 Q3	$69K	Hold	2,000	–	–	﹤0.01%	1339
2013 Q2	$73K	Buy	+2,000	New	+$78.8K	﹤0.01%	1166

Creative Planning's RTL Position: Q4 2014 in Review

Creative Planning sold out of ISHARES TR RETAIL REAL ESTATE CAPPED ETF (RTL) in Q4 2014, closing a stake of 2,000 shares — an estimated $77K sold.

Creative Planning first reported a position in RTL in Q2 2013 and held it in 6 quarters. The position peaked at $79K in Q2 2014. 0 funds tracked by Wall St. Rank hold RTL as of Q4 2014.

Creative Planning reported no remaining ISHARES TR RETAIL REAL ESTATE CAPPED ETF position as of Q4 2014 after selling out during the quarter.
Creative Planning sold 2,000 ISHARES TR RETAIL REAL ESTATE CAPPED ETF shares in Q4 2014, an estimated $77K.
Creative Planning first reported a position in ISHARES TR RETAIL REAL ESTATE CAPPED ETF in Q2 2013 and held it in 6 quarters.
Creative Planning's ISHARES TR RETAIL REAL ESTATE CAPPED ETF position peaked at $79K in Q2 2014.
0 funds tracked by Wall St. Rank held ISHARES TR RETAIL REAL ESTATE CAPPED ETF as of Q4 2014.

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