Creative Planning’s DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF TDV Stock Holding History

Creative Planning’s Portfolio TDV Stock Details TDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-374	Closed	-$11K	–	4055
2015 Q1	$11K	Buy	+374	New	+$11.8K	﹤0.01%	3169
2014 Q4	–	Sell	-3,230	Closed	-$95K	–	4539
2014 Q3	$95K	Buy	+3,230	New	+$94.7K	﹤0.01%	1513
2014 Q2	–	Sell	-796	Closed	-$23K	–	4118
2014 Q1	$23K	Buy	+796	New	+$22.1K	﹤0.01%	2295
2013 Q4	–	Sell	-1	Closed	–	–	3620
2013 Q3	$0	Hold	1	–	–	﹤0.01%	3476
2013 Q2	$0	Buy	+1	New	+$24	﹤0.01%	3176

Creative Planning's TDV Position: Q2 2015 in Review

Creative Planning sold out of DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF (TDV) in Q2 2015, closing a stake of 374 shares — an estimated $11K sold.

Creative Planning first reported a position in TDV in Q2 2013 and held it in 5 quarters. The position peaked at $95K in Q3 2014. 0 funds tracked by Wall St. Rank hold TDV as of Q2 2015.

Creative Planning reported no remaining DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF position as of Q2 2015 after selling out during the quarter.
Creative Planning sold 374 DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF shares in Q2 2015, an estimated $11K.
Creative Planning first reported a position in DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF in Q2 2013 and held it in 5 quarters.
Creative Planning's DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF position peaked at $95K in Q3 2014.
0 funds tracked by Wall St. Rank held DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.