Creative Planning
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Creative Planning’s ProShares Ultra Real Estate URE Stock Holding History

Creative Planning’s Portfolio URE Stock Details URE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-800
Closed -$50K – 3617
2017
Q2 		$50K Hold
800
– – ﹤0.01% 2515
2017
Q1 		$48K Hold
800
– – ﹤0.01% 2510
2016
Q4 		$46K Sell
800
-410
-34% -$22.5K ﹤0.01% 2457
2016
Q3 		$75K Buy
1,210
+410
+51% +$26.5K ﹤0.01% 2056
2016
Q2 		$51K Hold
800
– – ﹤0.01% 2128
2016
Q1 		$45K Sell
800
-380
-32% -$18.5K ﹤0.01% 2181
2015
Q4 		$62K Buy
1,180
+800
+211% +$40.8K ﹤0.01% 1949
2015
Q3 		$18K Buy
+380
New +$18.3K ﹤0.01% 2816
2015
Q2 		– Sell
-580
Closed -$33K – 2930
2015
Q1 		$33K Buy
580
+200
+53% +$11.4K ﹤0.01% 2312
2014
Q4 		$20K Hold
380
– – ﹤0.01% 2662
2014
Q3 		$16K Hold
380
– – ﹤0.01% 2679
2014
Q2 		$17K Hold
380
– – ﹤0.01% 2591
2014
Q1 		$15K Hold
380
– – ﹤0.01% 2559
2013
Q4 		$13K Sell
380
-200
-34% -$7.01K ﹤0.01% 2431
2013
Q3 		$20K Buy
580
+200
+53% +$7.18K ﹤0.01% 2110
2013
Q2 		$14K Buy
+380
New +$15.9K ﹤0.01% 2121

Other funds holding URE

Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return

Creative Planning's URE Position: Q3 2017 in Review

Creative Planning sold out of ProShares Ultra Real Estate (URE) in Q3 2017, closing a stake of 800 shares — an estimated $50K sold.

Creative Planning first reported a position in URE in Q2 2013 and held it in 16 quarters. The position peaked at $75K in Q3 2016. 14 funds tracked by Wall St. Rank hold URE as of Q3 2017.

  • Creative Planning reported no remaining ProShares Ultra Real Estate position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 800 ProShares Ultra Real Estate shares in Q3 2017, an estimated $50K.
  • Creative Planning first reported a position in ProShares Ultra Real Estate in Q2 2013 and held it in 16 quarters.
  • Creative Planning's ProShares Ultra Real Estate position peaked at $75K in Q3 2016.
  • 14 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.