Creative Planning
SEA

Creative Planning’s Invesco Shipping ETF SEA Stock Holding History

Creative Planning’s Portfolio SEA Stock Details SEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-300
Closed -$4K – 4432
2017
Q2 		$4K Buy
+300
New +$3.54K ﹤0.01% 4139
2015
Q2 		– Sell
-196
Closed -$4K – 3648
2015
Q1 		$4K Buy
196
+15
+8% +$282 ﹤0.01% 3688
2014
Q4 		$3K Hold
181
– – ﹤0.01% 3756
2014
Q3 		$4K Buy
+181
New +$4.01K ﹤0.01% 3442

Other funds holding SEA

ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creative Planning's SEA Position: Q3 2017 in Review

Creative Planning sold out of Invesco Shipping ETF (SEA) in Q3 2017, closing a stake of 300 shares — an estimated $4K sold.

Creative Planning first reported a position in SEA in Q3 2014 and held it in 4 quarters. The position peaked at $4K in Q2 2017. 27 funds tracked by Wall St. Rank hold SEA as of Q3 2017.

  • Creative Planning reported no remaining Invesco Shipping ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 300 Invesco Shipping ETF shares in Q3 2017, an estimated $4K.
  • Creative Planning first reported a position in Invesco Shipping ETF in Q3 2014 and held it in 4 quarters.
  • Creative Planning's Invesco Shipping ETF position peaked at $4K in Q2 2017.
  • 27 funds tracked by Wall St. Rank held Invesco Shipping ETF as of Q3 2017.

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