Creative Planning’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Creative Planning’s Portfolio ULST Stock Details ULST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,725	Closed	-$110K	–	4846
2016 Q3	$110K	Buy	+2,725	New	+$109K	﹤0.01%	1787

Other funds holding ULST

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Creative Planning's ULST Position: Q4 2016 in Review

Creative Planning sold out of State Street Ultra Short Term Bond ETF (ULST) in Q4 2016, closing a stake of 2,725 shares — an estimated $110K sold.

Creative Planning first reported a position in ULST in Q3 2016 and held it in 1 quarter. The position peaked at $110K in Q3 2016. 15 funds tracked by Wall St. Rank hold ULST as of Q4 2016.

Creative Planning reported no remaining State Street Ultra Short Term Bond ETF position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 2,725 State Street Ultra Short Term Bond ETF shares in Q4 2016, an estimated $110K.
Creative Planning first reported a position in State Street Ultra Short Term Bond ETF in Q3 2016 and held it in 1 quarter.
Creative Planning's State Street Ultra Short Term Bond ETF position peaked at $110K in Q3 2016.
15 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.