Creative Planning
CDXS icon

Creative Planning’s Codexis CDXS Stock Holding History

Creative Planning’s Portfolio CDXS Stock Details CDXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-46
Closed – – 4343
2015
Q4 		$0 Hold
46
– – ﹤0.01% 4420
2015
Q3 		$0 Buy
+46
New +$172 ﹤0.01% 4297
2015
Q2 		– Sell
-46
Closed – – 1394
2015
Q1 		$0 Hold
46
– – ﹤0.01% 4224
2014
Q4 		$0 Hold
46
– – ﹤0.01% 4166
2014
Q3 		$0 Hold
46
– – ﹤0.01% 4003
2014
Q2 		$0 Hold
46
– – ﹤0.01% 3786
2014
Q1 		$0 Hold
46
– – ﹤0.01% 3638
2013
Q4 		$0 Hold
46
– – ﹤0.01% 3330
2013
Q3 		$0 Hold
46
– – ﹤0.01% 3219
2013
Q2 		$0 Buy
+46
New +$104 ﹤0.01% 3071

Other funds holding CDXS

VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

Creative Planning's CDXS Position: Q1 2016 in Review

Creative Planning sold out of Codexis (CDXS) in Q1 2016, closing a stake of 46 shares.

Creative Planning first reported a position in CDXS in Q2 2013 and held it in 10 quarters. The position peaked at $0 in Q4 2015. 52 funds tracked by Wall St. Rank hold CDXS as of Q1 2016.

  • Creative Planning reported no remaining Codexis position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 46 Codexis shares in Q1 2016.
  • Creative Planning first reported a position in Codexis in Q2 2013 and held it in 10 quarters.
  • Creative Planning's Codexis position peaked at $0 in Q4 2015.
  • 52 funds tracked by Wall St. Rank held Codexis as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.