Creative Planning
UKF

Creative Planning’s PROSHARES ULTRA RUSSELL 1000 GROWTH UKF Stock Holding History

Creative Planning’s Portfolio UKF Stock Details UKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-35
Closed -$3K – 3628
2013
Q3 		$3K Buy
+35
New +$3.06K ﹤0.01% 2945

Other funds holding UKF

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Creative Planning's UKF Position: Q4 2013 in Review

Creative Planning sold out of PROSHARES ULTRA RUSSELL 1000 GROWTH (UKF) in Q4 2013, closing a stake of 35 shares — an estimated $3K sold.

Creative Planning first reported a position in UKF in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 6 funds tracked by Wall St. Rank hold UKF as of Q4 2013.

  • Creative Planning reported no remaining PROSHARES ULTRA RUSSELL 1000 GROWTH position as of Q4 2013 after selling out during the quarter.
  • Creative Planning sold 35 PROSHARES ULTRA RUSSELL 1000 GROWTH shares in Q4 2013, an estimated $3K.
  • Creative Planning first reported a position in PROSHARES ULTRA RUSSELL 1000 GROWTH in Q3 2013 and held it in 1 quarter.
  • Creative Planning's PROSHARES ULTRA RUSSELL 1000 GROWTH position peaked at $3K in Q3 2013.
  • 6 funds tracked by Wall St. Rank held PROSHARES ULTRA RUSSELL 1000 GROWTH as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.