Creative Planning
VSHY icon

Creative Planning’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Creative Planning’s Portfolio VSHY Stock Details VSHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-104
Closed -$3K – 3683
2017
Q2 		$3K Buy
+104
New +$2.61K ﹤0.01% 4214
2017
Q1 		– Sell
-145
Closed -$4K – 4922
2016
Q4 		$4K Buy
+145
New +$3.62K ﹤0.01% 4072

Other funds holding VSHY

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIS
Accurate Investment Solutions Seven Fields, Pennsylvania $123M AUM 9.07% 1-Year Est. Return

Creative Planning's VSHY Position: Q3 2017 in Review

Creative Planning sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q3 2017, closing a stake of 104 shares — an estimated $3K sold.

Creative Planning first reported a position in VSHY in Q4 2016 and held it in 2 quarters. The position peaked at $4K in Q4 2016. 12 funds tracked by Wall St. Rank hold VSHY as of Q3 2017.

  • Creative Planning reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 104 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q3 2017, an estimated $3K.
  • Creative Planning first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q4 2016 and held it in 2 quarters.
  • Creative Planning's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $4K in Q4 2016.
  • 12 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q3 2017.

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