Creative Planning’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Creative Planning’s Portfolio SPEU Stock Details SPEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,500	Closed	-$51K	–	3456
2017 Q2	$51K	Sell	1,500 -5,000	-77%	-$168K	﹤0.01%	2497
2017 Q1	$209K	Buy	6,500 +5,000	+333%	+$155K	﹤0.01%	1462
2016 Q4	$45K	Hold	1,500	–	–	﹤0.01%	2480
2016 Q3	$45K	Hold	1,500	–	–	﹤0.01%	2446
2016 Q2	$45K	Hold	1,500	–	–	﹤0.01%	2201
2016 Q1	$45K	Sell	1,500 -520	-26%	-$15.4K	﹤0.01%	2178
2015 Q4	$64K	Buy	2,020 +520	+35%	+$17.1K	﹤0.01%	1916
2015 Q3	$47K	Buy	+1,500	New	+$51.2K	﹤0.01%	2091
2015 Q2	–	Sell	-1,640	Closed	-$58K	–	2736
2015 Q1	$58K	Buy	1,640 +1,500	+1,071%	+$52.6K	﹤0.01%	1929
2014 Q4	$5K	Hold	140	–	–	﹤0.01%	3510
2014 Q3	$5K	Buy	+140	New	+$5.35K	﹤0.01%	3313

Other funds holding SPEU

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

CCMD

Cypress Capital Management (Delaware) Greenville, Delaware $539M AUM 11.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's SPEU Position: Q3 2017 in Review

Creative Planning sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q3 2017, closing a stake of 1,500 shares — an estimated $51K sold.

Creative Planning first reported a position in SPEU in Q3 2014 and held it in 11 quarters. The position peaked at $209K in Q1 2017. 54 funds tracked by Wall St. Rank hold SPEU as of Q3 2017.

Creative Planning reported no remaining State Street SPDR Portfolio Europe ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,500 State Street SPDR Portfolio Europe ETF shares in Q3 2017, an estimated $51K.
Creative Planning first reported a position in State Street SPDR Portfolio Europe ETF in Q3 2014 and held it in 11 quarters.
Creative Planning's State Street SPDR Portfolio Europe ETF position peaked at $209K in Q1 2017.
54 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q3 2017.

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