Creative Planning’s SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD STH Stock Holding History

Creative Planning’s Portfolio STH Stock Details STH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-799	Closed	-$25K	–	4776
2017 Q2	$25K	Buy	799 +249	+45%	+$7.79K	﹤0.01%	3042
2017 Q1	$17K	Hold	550	–	–	﹤0.01%	3261
2016 Q4	$16K	Hold	550	–	–	﹤0.01%	3255
2016 Q3	$15K	Hold	550	–	–	﹤0.01%	3269
2016 Q2	$14K	Hold	550	–	–	﹤0.01%	3060
2016 Q1	$13K	Hold	550	–	–	﹤0.01%	3090
2015 Q4	$14K	Hold	550	–	–	﹤0.01%	3098
2015 Q3	$14K	Buy	+550	New	+$14K	﹤0.01%	3018
2015 Q2	–	Sell	-550	Closed	-$15K	–	4323
2015 Q1	$15K	Hold	550	–	–	﹤0.01%	2961
2014 Q4	$15K	Hold	550	–	–	﹤0.01%	2890
2014 Q3	$14K	Hold	550	–	–	﹤0.01%	2777
2014 Q2	$15K	Buy	+550	New	+$15K	﹤0.01%	2685

Other funds holding STH

UCFA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

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

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Creative Planning's STH Position: Q3 2017 in Review

Creative Planning sold out of SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD (STH) in Q3 2017, closing a stake of 799 shares — an estimated $25K sold.

Creative Planning first reported a position in STH in Q2 2014 and held it in 12 quarters. The position peaked at $25K in Q2 2017. 12 funds tracked by Wall St. Rank hold STH as of Q3 2017.

Creative Planning reported no remaining SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 799 SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD shares in Q3 2017, an estimated $25K.
Creative Planning first reported a position in SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD in Q2 2014 and held it in 12 quarters.
Creative Planning's SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD position peaked at $25K in Q2 2017.
12 funds tracked by Wall St. Rank held SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD as of Q3 2017.

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