Creative Planning
SJB icon

Creative Planning’s ProShares Short High Yield SJB Stock Holding History

Creative Planning’s Portfolio SJB Stock Details SJB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,533
Closed -$36K – 3415
2017
Q2 		$36K Buy
+1,533
New +$36.4K ﹤0.01% 2784

Other funds holding SJB

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FPC
Falcon Point Capital San Francisco, California $11.9M AUM 55.76% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's SJB Position: Q3 2017 in Review

Creative Planning sold out of ProShares Short High Yield (SJB) in Q3 2017, closing a stake of 1,533 shares — an estimated $36K sold.

Creative Planning first reported a position in SJB in Q2 2017 and held it in 1 quarter. The position peaked at $36K in Q2 2017. 17 funds tracked by Wall St. Rank hold SJB as of Q3 2017.

  • Creative Planning reported no remaining ProShares Short High Yield position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,533 ProShares Short High Yield shares in Q3 2017, an estimated $36K.
  • Creative Planning first reported a position in ProShares Short High Yield in Q2 2017 and held it in 1 quarter.
  • Creative Planning's ProShares Short High Yield position peaked at $36K in Q2 2017.
  • 17 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q3 2017.

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