Creative Planning’s Sprott Gold Miners ETF SGDM Stock Holding History

Creative Planning’s Portfolio SGDM Stock Details SGDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,006	Closed	-$39K	–	3396
2017 Q2	$39K	Sell	2,006 -398	-17%	-$8.02K	﹤0.01%	2715
2017 Q1	$48K	Buy	2,404 +707	+42%	+$14.8K	﹤0.01%	2508
2016 Q4	$32K	Sell	1,697 -2,000	-54%	-$40.3K	﹤0.01%	2747
2016 Q3	$89K	Buy	3,697 +410	+12%	+$11K	﹤0.01%	1930
2016 Q2	$85K	Buy	3,287 +1,190	+57%	+$26.5K	﹤0.01%	1776
2016 Q1	$39K	Sell	2,097 -150	-7%	-$2.37K	﹤0.01%	2271
2015 Q4	$29K	Buy	2,247 +50	+2%	+$680	﹤0.01%	2577
2015 Q3	$28K	Buy	+2,197	New	+$29.2K	﹤0.01%	2472
2015 Q2	–	Sell	-2,397	Closed	-$40K	–	2678
2015 Q1	$40K	Buy	2,397 +2,197	+1,099%	+$41.7K	﹤0.01%	2184
2014 Q4	$4K	Hold	200	–	–	﹤0.01%	3617
2014 Q3	$4K	Buy	+200	New	+$4.72K	﹤0.01%	3412

Other funds holding SGDM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sloane Robinson London, United Kingdom $108M AUM 78.42% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Creative Planning's SGDM Position: Q3 2017 in Review

Creative Planning sold out of Sprott Gold Miners ETF (SGDM) in Q3 2017, closing a stake of 2,006 shares — an estimated $39K sold.

Creative Planning first reported a position in SGDM in Q3 2014 and held it in 11 quarters. The position peaked at $89K in Q3 2016. 42 funds tracked by Wall St. Rank hold SGDM as of Q3 2017.

Creative Planning reported no remaining Sprott Gold Miners ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 2,006 Sprott Gold Miners ETF shares in Q3 2017, an estimated $39K.
Creative Planning first reported a position in Sprott Gold Miners ETF in Q3 2014 and held it in 11 quarters.
Creative Planning's Sprott Gold Miners ETF position peaked at $89K in Q3 2016.
42 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q3 2017.

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