Creative Planning
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Creative Planning’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History

Creative Planning’s Portfolio SLVO Stock Details SLVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-140
Closed -$23K – 3429
2017
Q2 		$23K Hold
140
– – ﹤0.01% 3098
2017
Q1 		$26K Buy
+140
New +$24.9K ﹤0.01% 2952

Other funds holding SLVO

RIA
RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's SLVO Position: Q3 2017 in Review

Creative Planning sold out of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q3 2017, closing a stake of 140 shares — an estimated $23K sold.

Creative Planning first reported a position in SLVO in Q1 2017 and held it in 2 quarters. The position peaked at $26K in Q1 2017. 10 funds tracked by Wall St. Rank hold SLVO as of Q3 2017.

  • Creative Planning reported no remaining Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 140 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q3 2017, an estimated $23K.
  • Creative Planning first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q1 2017 and held it in 2 quarters.
  • Creative Planning's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $26K in Q1 2017.
  • 10 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q3 2017.

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