Creative Planning
SEF icon

Creative Planning’s ProShares Short Financials SEF Stock Holding History

Creative Planning’s Portfolio SEF Stock Details SEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-25
Closed -$3K – 4493
2016
Q1 		$3K Buy
+25
New +$3.67K ﹤0.01% 3833
2015
Q1 		– Sell
-25
Closed -$4K – 4385
2014
Q4 		$4K Buy
+25
New +$3.68K ﹤0.01% 3616

Other funds holding SEF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
SG
Societe Generale $14.1B AUM
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Creative Planning's SEF Position: Q2 2016 in Review

Creative Planning sold out of ProShares Short Financials (SEF) in Q2 2016, closing a stake of 25 shares — an estimated $3K sold.

Creative Planning first reported a position in SEF in Q4 2014 and held it in 2 quarters. The position peaked at $4K in Q4 2014. 17 funds tracked by Wall St. Rank hold SEF as of Q2 2016.

  • Creative Planning reported no remaining ProShares Short Financials position as of Q2 2016 after selling out during the quarter.
  • Creative Planning sold 25 ProShares Short Financials shares in Q2 2016, an estimated $3K.
  • Creative Planning first reported a position in ProShares Short Financials in Q4 2014 and held it in 2 quarters.
  • Creative Planning's ProShares Short Financials position peaked at $4K in Q4 2014.
  • 17 funds tracked by Wall St. Rank held ProShares Short Financials as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.