Creative Planning
AXIA.PR

Creative Planning’s AXIA Energia American Depositary Shares Preferred Class B1 AXIA.PR Stock Holding History

Creative Planning’s Portfolio AXIA.PR Stock Details AXIA.PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-44
Closed – – 3241
2013
Q2 		$0 Buy
+44
New +$208 ﹤0.01% 3079

Other funds holding AXIA.PR

TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's AXIA.PR Position: Q3 2013 in Review

Creative Planning sold out of AXIA Energia American Depositary Shares Preferred Class B1 (AXIA.PR) in Q3 2013, closing a stake of 44 shares.

Creative Planning first reported a position in AXIA.PR in Q2 2013 and held it in 1 quarter. The position peaked at $0 in Q2 2013. 42 funds tracked by Wall St. Rank hold AXIA.PR as of Q3 2013.

  • Creative Planning reported no remaining AXIA Energia American Depositary Shares Preferred Class B1 position as of Q3 2013 after selling out during the quarter.
  • Creative Planning sold 44 AXIA Energia American Depositary Shares Preferred Class B1 shares in Q3 2013.
  • Creative Planning first reported a position in AXIA Energia American Depositary Shares Preferred Class B1 in Q2 2013 and held it in 1 quarter.
  • Creative Planning's AXIA Energia American Depositary Shares Preferred Class B1 position peaked at $0 in Q2 2013.
  • 42 funds tracked by Wall St. Rank held AXIA Energia American Depositary Shares Preferred Class B1 as of Q3 2013.

Based on Creative Planning's 13F filing for Q3 2013, filed 10 Oct 2013.