Creative Planning’s DEUTSCHE X-TRACKERS IN-TARGET DATE ETF TDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
-3,926
Closed -$115K 4054
2015
Q1
$115K Hold
3,926
﹤0.01% 1504
2014
Q4
$110K Buy
+3,926
New +$111K ﹤0.01% 1515
2014
Q3
Sell
-1,042
Closed -$35K 4315
2014
Q2
$35K Hold
1,042
﹤0.01% 2134
2014
Q1
$30K Hold
1,042
﹤0.01% 2143
2013
Q4
$31K Buy
+1,042
New +$29K ﹤0.01% 1943

Creative Planning's TDX Position: Q2 2015 in Review

Creative Planning sold out of DEUTSCHE X-TRACKERS IN-TARGET DATE ETF (TDX) in Q2 2015, closing a stake of 3,926 shares — an estimated $115K sold.

Creative Planning first reported a position in TDX in Q4 2013 and held it in 5 quarters. The position peaked at $115K in Q1 2015. 0 funds tracked by Wall St. Rank hold TDX as of Q2 2015.

  • Creative Planning reported no remaining DEUTSCHE X-TRACKERS IN-TARGET DATE ETF position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 3,926 DEUTSCHE X-TRACKERS IN-TARGET DATE ETF shares in Q2 2015, an estimated $115K.
  • Creative Planning first reported a position in DEUTSCHE X-TRACKERS IN-TARGET DATE ETF in Q4 2013 and held it in 5 quarters.
  • Creative Planning's DEUTSCHE X-TRACKERS IN-TARGET DATE ETF position peaked at $115K in Q1 2015.
  • 0 funds tracked by Wall St. Rank held DEUTSCHE X-TRACKERS IN-TARGET DATE ETF as of Q2 2015.

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