Creative Planning’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Creative Planning’s Portfolio TIPZ Stock Details TIPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-200	Closed	-$12K	–	4519
2016 Q1	$12K	Buy	+200	New	+$11.3K	﹤0.01%	3122
2015 Q4	–	Sell	-2,199	Closed	-$123K	–	4575
2015 Q3	$123K	Buy	+2,199	New	+$124K	﹤0.01%	1476
2015 Q2	–	Sell	-2,199	Closed	-$127K	–	2836
2015 Q1	$127K	Hold	2,199	–	–	﹤0.01%	1446
2014 Q4	$125K	Hold	2,199	–	–	﹤0.01%	1423
2014 Q3	$125K	Hold	2,199	–	–	﹤0.01%	1331
2014 Q2	$128K	Hold	2,199	–	–	﹤0.01%	1274
2014 Q1	$124K	Hold	2,199	–	–	﹤0.01%	1260
2013 Q4	$121K	Hold	2,199	–	–	﹤0.01%	1096
2013 Q3	$124K	Hold	2,199	–	–	﹤0.01%	985
2013 Q2	$124K	Buy	+2,199	New	+$131K	﹤0.01%	873

Other funds holding TIPZ

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

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

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Creative Planning's TIPZ Position: Q2 2016 in Review

Creative Planning sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q2 2016, closing a stake of 200 shares — an estimated $12K sold.

Creative Planning first reported a position in TIPZ in Q2 2013 and held it in 10 quarters. The position peaked at $128K in Q2 2014. 20 funds tracked by Wall St. Rank hold TIPZ as of Q2 2016.

Creative Planning reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q2 2016 after selling out during the quarter.
Creative Planning sold 200 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2016, an estimated $12K.
Creative Planning first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2013 and held it in 10 quarters.
Creative Planning's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $128K in Q2 2014.
20 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.