Creative Planning
UWT

Creative Planning’s VelocityShares3x Long Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER UWT Stock Holding History

Creative Planning’s Portfolio UWT Stock Details UWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,600
Closed -$34K – 4218
2017
Q2 		$34K Buy
2,600
+2,000
+333% +$32.5K ﹤0.01% 2821
2017
Q1 		$12K Buy
+600
New +$13.8K ﹤0.01% 3501

Other funds holding UWT

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's UWT Position: Q3 2017 in Review

Creative Planning sold out of VelocityShares3x Long Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER (UWT) in Q3 2017, closing a stake of 2,600 shares — an estimated $34K sold.

Creative Planning first reported a position in UWT in Q1 2017 and held it in 2 quarters. The position peaked at $34K in Q2 2017. 14 funds tracked by Wall St. Rank hold UWT as of Q3 2017.

  • Creative Planning reported no remaining VelocityShares3x Long Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,600 VelocityShares3x Long Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER shares in Q3 2017, an estimated $34K.
  • Creative Planning first reported a position in VelocityShares3x Long Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER in Q1 2017 and held it in 2 quarters.
  • Creative Planning's VelocityShares3x Long Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER position peaked at $34K in Q2 2017.
  • 14 funds tracked by Wall St. Rank held VelocityShares3x Long Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER as of Q3 2017.

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