Creative Planning
SNLN

Creative Planning’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

Creative Planning’s Portfolio SNLN Stock Details SNLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-11,167
Closed -$192K – 2110
2018
Q4 		$192K Buy
+11,167
New +$200K ﹤0.01% 1511
2017
Q4 		– Sell
-10,860
Closed -$199K – 2027
2017
Q3 		$199K Buy
10,860
+5,589
+106% +$103K ﹤0.01% 1610
2017
Q2 		$97K Sell
5,271
-3,773
-42% -$69.9K ﹤0.01% 2022
2017
Q1 		$168K Buy
9,044
+2,535
+39% +$47.3K ﹤0.01% 1601
2016
Q4 		$122K Buy
6,509
+4,415
+211% +$82.2K ﹤0.01% 1726
2016
Q3 		$39K Sell
2,094
-9,299
-82% -$173K ﹤0.01% 2568
2016
Q2 		$209K Buy
11,393
+3,043
+36% +$56.1K ﹤0.01% 1235
2016
Q1 		$152K Buy
+8,350
New +$150K ﹤0.01% 1368
2015
Q1 		– Sell
-648
Closed -$12K – 4456
2014
Q4 		$12K Buy
+648
New +$12.6K ﹤0.01% 3032
2014
Q1 		– Sell
-1,345
Closed -$27K – 3794
2013
Q4 		$27K Buy
+1,345
New +$26.9K ﹤0.01% 2019

Other funds holding SNLN

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Creative Planning's SNLN Position: Q1 2019 in Review

Creative Planning sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q1 2019, closing a stake of 11,167 shares — an estimated $192K sold.

Creative Planning first reported a position in SNLN in Q4 2013 and held it in 10 quarters. The position peaked at $209K in Q2 2016. 59 funds tracked by Wall St. Rank hold SNLN as of Q1 2019.

  • Creative Planning reported no remaining Highland/iBoxx Senior Loan ETF position as of Q1 2019 after selling out during the quarter.
  • Creative Planning sold 11,167 Highland/iBoxx Senior Loan ETF shares in Q1 2019, an estimated $192K.
  • Creative Planning first reported a position in Highland/iBoxx Senior Loan ETF in Q4 2013 and held it in 10 quarters.
  • Creative Planning's Highland/iBoxx Senior Loan ETF position peaked at $209K in Q2 2016.
  • 59 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q1 2019.

Based on Creative Planning's 13F filing for Q1 2019, filed 24 Apr 2019.