Creative Planning’s Anixter International Inc AXE Stock Holding History

Creative Planning’s Portfolio AXE Stock Details AXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-153	Closed	-$12K	–	4204
2017 Q2	$12K	Hold	153	–	–	﹤0.01%	3542
2017 Q1	$12K	Hold	153	–	–	﹤0.01%	3499
2016 Q4	$12K	Hold	153	–	–	﹤0.01%	3452
2016 Q3	$10K	Hold	153	–	–	﹤0.01%	3548
2016 Q2	$8K	Hold	153	–	–	﹤0.01%	3423
2016 Q1	$8K	Hold	153	–	–	﹤0.01%	3365
2015 Q4	$9K	Hold	153	–	–	﹤0.01%	3385
2015 Q3	$9K	Buy	+153	New	+$9.58K	﹤0.01%	3290
2015 Q2	–	Sell	-153	Closed	-$12K	–	3456
2015 Q1	$12K	Sell	153 -357	-70%	-$27.9K	﹤0.01%	3104
2014 Q4	$45K	Buy	510 +357	+233%	+$30.2K	﹤0.01%	2082
2014 Q3	$13K	Hold	153	–	–	﹤0.01%	2813
2014 Q2	$15K	Hold	153	–	–	﹤0.01%	2675
2014 Q1	$15K	Buy	153 +8	+6%	+$781	﹤0.01%	2564
2013 Q4	$13K	Hold	145	–	–	﹤0.01%	2438
2013 Q3	$13K	Hold	145	–	–	﹤0.01%	2332
2013 Q2	$11K	Buy	+145	New	+$10.6K	﹤0.01%	2248

Other funds holding AXE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CTC

Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's AXE Position: Q3 2017 in Review

Creative Planning sold out of Anixter International Inc (AXE) in Q3 2017, closing a stake of 153 shares — an estimated $12K sold.

Creative Planning first reported a position in AXE in Q2 2013 and held it in 16 quarters. The position peaked at $45K in Q4 2014. 208 funds tracked by Wall St. Rank hold AXE as of Q3 2017.

Creative Planning reported no remaining Anixter International Inc position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 153 Anixter International Inc shares in Q3 2017, an estimated $12K.
Creative Planning first reported a position in Anixter International Inc in Q2 2013 and held it in 16 quarters.
Creative Planning's Anixter International Inc position peaked at $45K in Q4 2014.
208 funds tracked by Wall St. Rank held Anixter International Inc as of Q3 2017.

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