Creative Planning’s POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT XLPS Stock Holding History

Creative Planning’s Portfolio XLPS Stock Details XLPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-400	Closed	-$27K	–	4735
2017 Q2	$27K	Hold	400	–	–	﹤0.01%	2979
2017 Q1	$28K	Hold	400	–	–	﹤0.01%	2901
2016 Q4	$28K	Hold	400	–	–	﹤0.01%	2851
2016 Q3	$26K	Hold	400	–	–	﹤0.01%	2885
2016 Q2	$26K	Hold	400	–	–	﹤0.01%	2627
2016 Q1	$24K	Hold	400	–	–	﹤0.01%	2642
2015 Q4	$22K	Hold	400	–	–	﹤0.01%	2795
2015 Q3	$22K	Buy	+400	New	+$22K	﹤0.01%	2676
2015 Q2	–	Sell	-400	Closed	-$22K	–	4272
2015 Q1	$22K	Hold	400	–	–	﹤0.01%	2669
2014 Q4	$22K	Hold	400	–	–	﹤0.01%	2600
2014 Q3	$20K	Hold	400	–	–	﹤0.01%	2564
2014 Q2	$20K	Hold	400	–	–	﹤0.01%	2509
2014 Q1	$20K	Buy	+400	New	+$20K	﹤0.01%	2396

Other funds holding XLPS

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Creative Planning's XLPS Position: Q3 2017 in Review

Creative Planning sold out of POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT (XLPS) in Q3 2017, closing a stake of 400 shares — an estimated $27K sold.

Creative Planning first reported a position in XLPS in Q1 2014 and held it in 13 quarters. The position peaked at $28K in Q1 2017. 31 funds tracked by Wall St. Rank hold XLPS as of Q3 2017.

Creative Planning reported no remaining POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 400 POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT shares in Q3 2017, an estimated $27K.
Creative Planning first reported a position in POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT in Q1 2014 and held it in 13 quarters.
Creative Planning's POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT position peaked at $28K in Q1 2017.
31 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT as of Q3 2017.

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