Creative Planning
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Creative Planning’s VanEck Steel ETF SLX Stock Holding History

Creative Planning’s Portfolio SLX Stock Details SLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-12,200
Closed -$559K – 2114
2017
Q4 		$559K Buy
+12,200
New +$525K ﹤0.01% 1015
2017
Q3 		– Sell
-100
Closed -$4K – 3430
2017
Q2 		$4K Sell
100
-20
-17% -$745 ﹤0.01% 4114
2017
Q1 		$5K Buy
120
+20
+20% +$834 ﹤0.01% 3973
2016
Q4 		$4K Sell
100
-100
-50% -$3.63K ﹤0.01% 4066
2016
Q3 		$6K Buy
200
+100
+100% +$3.05K ﹤0.01% 3828
2016
Q2 		$3K Hold
100
– – ﹤0.01% 3910
2016
Q1 		$2K Hold
100
– – ﹤0.01% 3987
2015
Q4 		$2K Sell
100
-1,000
-91% -$22.7K ﹤0.01% 4067
2015
Q3 		$24K Buy
+1,100
New +$28.6K ﹤0.01% 2591
2015
Q2 		– Sell
-1,100
Closed -$34K – 2708
2015
Q1 		$34K Buy
1,100
+91
+9% +$3K ﹤0.01% 2288
2014
Q4 		$36K Hold
1,009
– – ﹤0.01% 2216
2014
Q3 		$45K Sell
1,009
-24,000
-96% -$1.17M ﹤0.01% 1997
2014
Q2 		$1.19M Buy
25,009
+10,609
+74% +$496K 0.02% 339
2014
Q1 		$670K Buy
+14,400
New +$660K 0.01% 512
2013
Q3 		– Sell
-116
Closed -$4K – 3339
2013
Q2 		$4K Buy
+116
New +$4.77K ﹤0.01% 2630

Other funds holding SLX

ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's SLX Position: Q1 2018 in Review

Creative Planning sold out of VanEck Steel ETF (SLX) in Q1 2018, closing a stake of 12,200 shares — an estimated $559K sold.

Creative Planning first reported a position in SLX in Q2 2013 and held it in 15 quarters. The position peaked at $1.19M in Q2 2014. 50 funds tracked by Wall St. Rank hold SLX as of Q1 2018.

  • Creative Planning reported no remaining VanEck Steel ETF position as of Q1 2018 after selling out during the quarter.
  • Creative Planning sold 12,200 VanEck Steel ETF shares in Q1 2018, an estimated $559K.
  • Creative Planning first reported a position in VanEck Steel ETF in Q2 2013 and held it in 15 quarters.
  • Creative Planning's VanEck Steel ETF position peaked at $1.19M in Q2 2014.
  • 50 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q1 2018.

Based on Creative Planning's 13F filing for Q1 2018, filed 18 Apr 2018.