Creative Planning’s UBS AG LONDON BRH MONTHLY PAY 2XLEVERAGED ETRACS LKD (CHE) RWXL Stock Holding History

Creative Planning’s Portfolio RWXL Stock Details RWXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-400	Closed	-$13K	–	3714
2013 Q3	$13K	Buy	+400	New	+$12.5K	﹤0.01%	2344

Other funds holding RWXL

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

Creative Planning's RWXL Position: Q4 2013 in Review

Creative Planning sold out of UBS AG LONDON BRH MONTHLY PAY 2XLEVERAGED ETRACS LKD (CHE) (RWXL) in Q4 2013, closing a stake of 400 shares — an estimated $13K sold.

Creative Planning first reported a position in RWXL in Q3 2013 and held it in 1 quarter. The position peaked at $13K in Q3 2013. 1 fund tracked by Wall St. Rank holds RWXL as of Q4 2013.

Creative Planning reported no remaining UBS AG LONDON BRH MONTHLY PAY 2XLEVERAGED ETRACS LKD (CHE) position as of Q4 2013 after selling out during the quarter.
Creative Planning sold 400 UBS AG LONDON BRH MONTHLY PAY 2XLEVERAGED ETRACS LKD (CHE) shares in Q4 2013, an estimated $13K.
Creative Planning first reported a position in UBS AG LONDON BRH MONTHLY PAY 2XLEVERAGED ETRACS LKD (CHE) in Q3 2013 and held it in 1 quarter.
Creative Planning's UBS AG LONDON BRH MONTHLY PAY 2XLEVERAGED ETRACS LKD (CHE) position peaked at $13K in Q3 2013.
1 fund tracked by Wall St. Rank held UBS AG LONDON BRH MONTHLY PAY 2XLEVERAGED ETRACS LKD (CHE) as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.