Creative Planning
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Creative Planning’s ProShares Ultra Consumer Discretionary UCC Stock Holding History

Creative Planning’s Portfolio UCC Stock Details UCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-3,200
Closed -$43K – 2899
2015
Q1 		$43K Buy
+3,200
New +$40.9K ﹤0.01% 2124

Other funds holding UCC

VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $128M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Creative Planning's UCC Position: Q2 2015 in Review

Creative Planning sold out of ProShares Ultra Consumer Discretionary (UCC) in Q2 2015, closing a stake of 3,200 shares — an estimated $43K sold.

Creative Planning first reported a position in UCC in Q1 2015 and held it in 1 quarter. The position peaked at $43K in Q1 2015. 12 funds tracked by Wall St. Rank hold UCC as of Q2 2015.

  • Creative Planning reported no remaining ProShares Ultra Consumer Discretionary position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 3,200 ProShares Ultra Consumer Discretionary shares in Q2 2015, an estimated $43K.
  • Creative Planning first reported a position in ProShares Ultra Consumer Discretionary in Q1 2015 and held it in 1 quarter.
  • Creative Planning's ProShares Ultra Consumer Discretionary position peaked at $43K in Q1 2015.
  • 12 funds tracked by Wall St. Rank held ProShares Ultra Consumer Discretionary as of Q2 2015.

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