Creative Planning’s ProShares UltraShort Utilities SDP Stock Holding History

Creative Planning’s Portfolio SDP Stock Details SDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-4	Closed	-$1K	–	3386
2017 Q2	$1K	Buy	4 +2	+100%	+$435	﹤0.01%	4482
2017 Q1	$0	Hold	2	–	–	﹤0.01%	4876
2016 Q4	$0	Hold	2	–	–	﹤0.01%	4806
2016 Q3	$1K	Hold	2	–	–	﹤0.01%	4433
2016 Q2	$0	Buy	+2	New	+$563	﹤0.01%	4492

Other funds holding SDP

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

ADBIC

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

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

Creative Planning's SDP Position: Q3 2017 in Review

Creative Planning sold out of ProShares UltraShort Utilities (SDP) in Q3 2017, closing a stake of 4 shares — an estimated $1K sold.

Creative Planning first reported a position in SDP in Q2 2016 and held it in 5 quarters. The position peaked at $1K in Q2 2017. 3 funds tracked by Wall St. Rank hold SDP as of Q3 2017.

Creative Planning reported no remaining ProShares UltraShort Utilities position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 4 ProShares UltraShort Utilities shares in Q3 2017, an estimated $1K.
Creative Planning first reported a position in ProShares UltraShort Utilities in Q2 2016 and held it in 5 quarters.
Creative Planning's ProShares UltraShort Utilities position peaked at $1K in Q2 2017.
3 funds tracked by Wall St. Rank held ProShares UltraShort Utilities as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.