Creative Planning’s SUSTAINABLE NORTH AMERICAN OIL SANDS ETF SNDS Stock Holding History

Creative Planning’s Portfolio SNDS Stock Details SNDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,520	Closed	-$30K	–	4780
2017 Q2	$30K	Buy	1,520 +520	+52%	+$10.3K	﹤0.01%	2902
2017 Q1	$19K	Buy	+1,000	New	+$19K	﹤0.01%	3181
2015 Q1	–	Sell	-900	Closed	-$19K	–	4731
2014 Q4	$19K	Buy	+900	New	+$19K	﹤0.01%	2725

Other funds holding SNDS

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

AFNAS

American Financial Network Advisory Services Calabasas, California $67M AUM 1.63% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Creative Planning's SNDS Position: Q3 2017 in Review

Creative Planning sold out of SUSTAINABLE NORTH AMERICAN OIL SANDS ETF (SNDS) in Q3 2017, closing a stake of 1,520 shares — an estimated $30K sold.

Creative Planning first reported a position in SNDS in Q4 2014 and held it in 3 quarters. The position peaked at $30K in Q2 2017. 24 funds tracked by Wall St. Rank hold SNDS as of Q3 2017.

Creative Planning reported no remaining SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,520 SUSTAINABLE NORTH AMERICAN OIL SANDS ETF shares in Q3 2017, an estimated $30K.
Creative Planning first reported a position in SUSTAINABLE NORTH AMERICAN OIL SANDS ETF in Q4 2014 and held it in 3 quarters.
Creative Planning's SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position peaked at $30K in Q2 2017.
24 funds tracked by Wall St. Rank held SUSTAINABLE NORTH AMERICAN OIL SANDS ETF as of Q3 2017.

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