Creative Planning’s Apex Global Brands Inc. Common Stock APEX Stock Holding History

Creative Planning’s Portfolio APEX Stock Details APEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-33	Closed	-$11K	–	5017
2016 Q4	$11K	Buy	+33	New	+$10.3K	﹤0.01%	3518
2016 Q3	–	Sell	-10	Closed	-$3K	–	4805
2016 Q2	$3K	Sell	10 -3	-23%	-$1.32K	﹤0.01%	3939
2016 Q1	$7K	Buy	13 +3	+30%	+$1.49K	﹤0.01%	3442
2015 Q4	$5K	Hold	10	–	–	﹤0.01%	3723
2015 Q3	$5K	Buy	+10	New	+$7.39K	﹤0.01%	3653
2015 Q2	–	Sell	-10	Closed	-$6K	–	3424
2015 Q1	$6K	Hold	10	–	–	﹤0.01%	3485
2014 Q4	$6K	Hold	10	–	–	﹤0.01%	3438
2014 Q3	$5K	Hold	10	–	–	﹤0.01%	3334
2014 Q2	$5K	Buy	+10	New	+$4.19K	﹤0.01%	3260

Other funds holding APEX

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

HCSF Management San Francisco, California $60.3M AUM 9.62% 1-Year Est. Return

Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

VCM

Venator Capital Management Toronto, Ontario, Canada $48.7M AUM 87.97% 1-Year Est. Return

PCC

Park Circle Company Baltimore, Maryland $108M AUM 15.4% 1-Year Est. Return

Creative Planning's APEX Position: Q1 2017 in Review

Creative Planning sold out of Apex Global Brands Inc. Common Stock (APEX) in Q1 2017, closing a stake of 33 shares — an estimated $11K sold.

Creative Planning first reported a position in APEX in Q2 2014 and held it in 9 quarters. The position peaked at $11K in Q4 2016. 50 funds tracked by Wall St. Rank hold APEX as of Q1 2017.

Creative Planning reported no remaining Apex Global Brands Inc. Common Stock position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 33 Apex Global Brands Inc. Common Stock shares in Q1 2017, an estimated $11K.
Creative Planning first reported a position in Apex Global Brands Inc. Common Stock in Q2 2014 and held it in 9 quarters.
Creative Planning's Apex Global Brands Inc. Common Stock position peaked at $11K in Q4 2016.
50 funds tracked by Wall St. Rank held Apex Global Brands Inc. Common Stock as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.