Creative Planning
YCS icon

Creative Planning’s ProShares UltraShort Yen YCS Stock Holding History

Creative Planning’s Portfolio YCS Stock Details YCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,464
Closed -$27K – 3762
2017
Q2 		$27K Buy
1,464
+340
+30% +$6.14K ﹤0.01% 2968
2017
Q1 		$20K Buy
1,124
+860
+326% +$16.2K ﹤0.01% 3139
2016
Q4 		$5K Hold
264
– – ﹤0.01% 3983
2016
Q3 		$4K Hold
264
– – ﹤0.01% 4006
2016
Q2 		$4K Hold
264
– – ﹤0.01% 3787
2016
Q1 		$5K Sell
264
-160
-38% -$3.21K ﹤0.01% 3614
2015
Q4 		$9K Buy
424
+120
+39% +$2.69K ﹤0.01% 3375
2015
Q3 		$7K Buy
+304
New +$6.95K ﹤0.01% 3447
2015
Q2 		– Sell
-2,664
Closed -$59K – 3073
2015
Q1 		$59K Sell
2,664
-1,152
-30% -$25.4K ﹤0.01% 1914
2014
Q4 		$85K Buy
3,816
+3,552
+1,345% +$72.9K ﹤0.01% 1637
2014
Q3 		$5K Hold
264
– – ﹤0.01% 3320
2014
Q2 		$4K Hold
264
– – ﹤0.01% 3334
2014
Q1 		$4K Sell
264
-660
-71% -$11.1K ﹤0.01% 3198
2013
Q4 		$16K Sell
924
-9,608
-91% -$155K ﹤0.01% 2328
2013
Q3 		$164K Buy
10,532
+6,268
+147% +$99.1K ﹤0.01% 849
2013
Q2 		$68K Buy
+4,264
New +$68.4K ﹤0.01% 1206

Other funds holding YCS

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CAM
Chesapeake Asset Management New York $126M AUM 36.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Creative Planning's YCS Position: Q3 2017 in Review

Creative Planning sold out of ProShares UltraShort Yen (YCS) in Q3 2017, closing a stake of 1,464 shares — an estimated $27K sold.

Creative Planning first reported a position in YCS in Q2 2013 and held it in 16 quarters. The position peaked at $164K in Q3 2013. 18 funds tracked by Wall St. Rank hold YCS as of Q3 2017.

  • Creative Planning reported no remaining ProShares UltraShort Yen position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,464 ProShares UltraShort Yen shares in Q3 2017, an estimated $27K.
  • Creative Planning first reported a position in ProShares UltraShort Yen in Q2 2013 and held it in 16 quarters.
  • Creative Planning's ProShares UltraShort Yen position peaked at $164K in Q3 2013.
  • 18 funds tracked by Wall St. Rank held ProShares UltraShort Yen as of Q3 2017.

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