Creative Planning’s Columbia India Small Cap ETF SCIN Stock Holding History

Creative Planning’s Portfolio SCIN Stock Details SCIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-11,000	Closed	-$164K	–	2146
2018 Q4	$164K	Buy	+11,000	New	+$158K	﹤0.01%	1547
2017 Q3	–	Sell	-7,394	Closed	-$143K	–	4673
2017 Q2	$143K	Buy	+7,394	New	+$143K	﹤0.01%	1733
2014 Q2	–	Sell	-9,000	Closed	-$114K	–	4190
2014 Q1	$114K	Buy	+9,000	New	+$101K	﹤0.01%	1328

Other funds holding SCIN

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

LTFS

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Creative Planning's SCIN Position: Q1 2019 in Review

Creative Planning sold out of Columbia India Small Cap ETF (SCIN) in Q1 2019, closing a stake of 11,000 shares — an estimated $164K sold.

Creative Planning first reported a position in SCIN in Q1 2014 and held it in 3 quarters. The position peaked at $164K in Q4 2018. 12 funds tracked by Wall St. Rank hold SCIN as of Q1 2019.

Creative Planning reported no remaining Columbia India Small Cap ETF position as of Q1 2019 after selling out during the quarter.
Creative Planning sold 11,000 Columbia India Small Cap ETF shares in Q1 2019, an estimated $164K.
Creative Planning first reported a position in Columbia India Small Cap ETF in Q1 2014 and held it in 3 quarters.
Creative Planning's Columbia India Small Cap ETF position peaked at $164K in Q4 2018.
12 funds tracked by Wall St. Rank held Columbia India Small Cap ETF as of Q1 2019.

Based on Creative Planning's 13F filing for Q1 2019, filed 24 Apr 2019.