Creative Planning
THD icon

Creative Planning’s iShares MSCI Thailand ETF THD Stock Holding History

Creative Planning’s Portfolio THD Stock Details THD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,021
Closed -$301K – 2171
2018
Q1 		$301K Buy
+3,021
New +$298K ﹤0.01% 1341
2017
Q3 		– Sell
-1,600
Closed -$125K – 3540
2017
Q2 		$125K Sell
1,600
-22
-1% -$1.72K ﹤0.01% 1820
2017
Q1 		$126K Buy
1,622
+22
+1% +$1.66K ﹤0.01% 1806
2016
Q4 		$115K Hold
1,600
– – ﹤0.01% 1771
2016
Q3 		$118K Hold
1,600
– – ﹤0.01% 1735
2016
Q2 		$110K Sell
1,600
-1,405
-47% -$94.8K ﹤0.01% 1621
2016
Q1 		$203K Buy
3,005
+1,405
+88% +$87.3K ﹤0.01% 1208
2015
Q4 		$94K Sell
1,600
-570
-26% -$36.5K ﹤0.01% 1671
2015
Q3 		$135K Buy
+2,170
New +$146K ﹤0.01% 1405
2015
Q2 		– Sell
-2,270
Closed -$180K – 2827
2015
Q1 		$180K Buy
2,270
+100
+5% +$8.01K ﹤0.01% 1246
2014
Q4 		$168K Sell
2,170
-10,635
-83% -$863K ﹤0.01% 1249
2014
Q3 		$1.07M Buy
12,805
+10,635
+490% +$874K 0.01% 379
2014
Q2 		$168K Sell
2,170
-9,000
-81% -$679K ﹤0.01% 1123
2014
Q1 		$812K Buy
11,170
+9,000
+415% +$614K 0.01% 437
2013
Q4 		$149K Buy
2,170
+1,600
+281% +$121K ﹤0.01% 993
2013
Q3 		$42K Hold
570
– – ﹤0.01% 1621
2013
Q2 		$45K Buy
+570
New +$50.3K ﹤0.01% 1445

Other funds holding THD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Creative Planning's THD Position: Q2 2018 in Review

Creative Planning sold out of iShares MSCI Thailand ETF (THD) in Q2 2018, closing a stake of 3,021 shares — an estimated $301K sold.

Creative Planning first reported a position in THD in Q2 2013 and held it in 17 quarters. The position peaked at $1.07M in Q3 2014. 94 funds tracked by Wall St. Rank hold THD as of Q2 2018.

  • Creative Planning reported no remaining iShares MSCI Thailand ETF position as of Q2 2018 after selling out during the quarter.
  • Creative Planning sold 3,021 iShares MSCI Thailand ETF shares in Q2 2018, an estimated $301K.
  • Creative Planning first reported a position in iShares MSCI Thailand ETF in Q2 2013 and held it in 17 quarters.
  • Creative Planning's iShares MSCI Thailand ETF position peaked at $1.07M in Q3 2014.
  • 94 funds tracked by Wall St. Rank held iShares MSCI Thailand ETF as of Q2 2018.

Based on Creative Planning's 13F filing for Q2 2018, filed 20 Jul 2018.