Creative Planning
WPS

Creative Planning’s iShares International Developed Property ETF WPS Stock Holding History

Creative Planning’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-269
Closed -$10K – 3850
2017
Q2 		$10K Hold
269
– – ﹤0.01% 3641
2017
Q1 		$10K Sell
269
-132
-33% -$4.61K ﹤0.01% 3609
2016
Q4 		$13K Sell
401
-293
-42% -$10.3K ﹤0.01% 3386
2016
Q3 		$26K Buy
694
+552
+389% +$20.9K ﹤0.01% 2877
2016
Q2 		$5K Sell
142
-1
-0.7% -$37 ﹤0.01% 3675
2016
Q1 		$5K Buy
143
+12
+9% +$410 ﹤0.01% 3621
2015
Q4 		$5K Sell
131
-150
-53% -$5.36K ﹤0.01% 3711
2015
Q3 		$10K Buy
+281
New +$10.2K ﹤0.01% 3224
2015
Q2 		– Sell
-554
Closed -$21K – 3155
2015
Q1 		$21K Sell
554
-686
-55% -$26K ﹤0.01% 2692
2014
Q4 		$45K Buy
1,240
+843
+212% +$31K ﹤0.01% 2081
2014
Q3 		$15K Sell
397
-338
-46% -$13.1K ﹤0.01% 2718
2014
Q2 		$29K Buy
735
+423
+136% +$16.1K ﹤0.01% 2260
2014
Q1 		$11K Buy
312
+196
+169% +$7.13K ﹤0.01% 2723
2013
Q4 		$4K Sell
116
-98
-46% -$3.68K ﹤0.01% 2937
2013
Q3 		$8K Buy
214
+128
+149% +$4.64K ﹤0.01% 2566
2013
Q2 		$3K Buy
+86
New +$3.29K ﹤0.01% 2747

Other funds holding WPS

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return

Creative Planning's WPS Position: Q3 2017 in Review

Creative Planning sold out of iShares International Developed Property ETF (WPS) in Q3 2017, closing a stake of 269 shares — an estimated $10K sold.

Creative Planning first reported a position in WPS in Q2 2013 and held it in 16 quarters. The position peaked at $45K in Q4 2014. 39 funds tracked by Wall St. Rank hold WPS as of Q3 2017.

  • Creative Planning reported no remaining iShares International Developed Property ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 269 iShares International Developed Property ETF shares in Q3 2017, an estimated $10K.
  • Creative Planning first reported a position in iShares International Developed Property ETF in Q2 2013 and held it in 16 quarters.
  • Creative Planning's iShares International Developed Property ETF position peaked at $45K in Q4 2014.
  • 39 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q3 2017.

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