Creative Planning
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Creative Planning’s ProShares UltraPro Short Dow 30 SDOW Stock Holding History

Creative Planning’s Portfolio SDOW Stock Details SDOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1
Closed -$5K – 4136
2014
Q2 		$5K Buy
+1
New +$7.13K ﹤0.01% 3232

Other funds holding SDOW

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCM
Cadence Capital Management Boston, Massachusetts $415M AUM 11.01% 1-Year Est. Return
JT
Jump Trading Chicago, Illinois $150M AUM 17.61% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

Creative Planning's SDOW Position: Q3 2014 in Review

Creative Planning sold out of ProShares UltraPro Short Dow 30 (SDOW) in Q3 2014, closing a stake of 1 share — an estimated $5K sold.

Creative Planning first reported a position in SDOW in Q2 2014 and held it in 1 quarter. The position peaked at $5K in Q2 2014. 9 funds tracked by Wall St. Rank hold SDOW as of Q3 2014.

  • Creative Planning reported no remaining ProShares UltraPro Short Dow 30 position as of Q3 2014 after selling out during the quarter.
  • Creative Planning sold 1 ProShares UltraPro Short Dow 30 share in Q3 2014, an estimated $5K.
  • Creative Planning first reported a position in ProShares UltraPro Short Dow 30 in Q2 2014 and held it in 1 quarter.
  • Creative Planning's ProShares UltraPro Short Dow 30 position peaked at $5K in Q2 2014.
  • 9 funds tracked by Wall St. Rank held ProShares UltraPro Short Dow 30 as of Q3 2014.

Based on Creative Planning's 13F filing for Q3 2014, filed 10 Oct 2014.