Creative Planning’s ProShares UltraShort Bloomberg Crude Oil SCO Stock Holding History

Creative Planning’s Portfolio SCO Stock Details SCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-4	Closed	-$12K	–	4802
2017 Q1	$12K	Sell	4 -2	-33%	-$5.56K	﹤0.01%	3486
2016 Q4	$16K	Buy	6 +2	+50%	+$6.11K	﹤0.01%	3230
2016 Q3	$12K	Hold	4	–	–	﹤0.01%	3404
2016 Q2	$12K	Hold	4	–	–	﹤0.01%	3136
2016 Q1	$20K	Buy	+4	New	+$25.8K	﹤0.01%	2762
2015 Q4	–	Sell	-85	Closed	-$293K	–	4555
2015 Q3	$293K	Buy	+85	New	+$305K	﹤0.01%	989

Other funds holding SCO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Airain Ltd St. Peter Port, Guernsey $2.26B AUM 12.43% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Creative Planning's SCO Position: Q2 2017 in Review

Creative Planning sold out of ProShares UltraShort Bloomberg Crude Oil (SCO) in Q2 2017, closing a stake of 4 shares — an estimated $12K sold.

Creative Planning first reported a position in SCO in Q3 2015 and held it in 6 quarters. The position peaked at $293K in Q3 2015. 16 funds tracked by Wall St. Rank hold SCO as of Q2 2017.

Creative Planning reported no remaining ProShares UltraShort Bloomberg Crude Oil position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 4 ProShares UltraShort Bloomberg Crude Oil shares in Q2 2017, an estimated $12K.
Creative Planning first reported a position in ProShares UltraShort Bloomberg Crude Oil in Q3 2015 and held it in 6 quarters.
Creative Planning's ProShares UltraShort Bloomberg Crude Oil position peaked at $293K in Q3 2015.
16 funds tracked by Wall St. Rank held ProShares UltraShort Bloomberg Crude Oil as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.