Creative Planning
DXI

Creative Planning’s DXI ENERGY INC COM SHS (CDA) DXI Stock Holding History

Creative Planning’s Portfolio DXI Stock Details DXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-4,850
Closed -$1K – 4915
2016
Q2 		$1K Hold
4,850
– – ﹤0.01% 4307
2016
Q1 		$1K Hold
4,850
– – ﹤0.01% 4256
2015
Q4 		$1K Buy
+4,850
New +$1.36K ﹤0.01% 4345

Creative Planning's DXI Position: Q3 2016 in Review

Creative Planning sold out of DXI ENERGY INC COM SHS (CDA) (DXI) in Q3 2016, closing a stake of 4,850 shares — an estimated $1K sold.

Creative Planning first reported a position in DXI in Q4 2015 and held it in 3 quarters. The position peaked at $1K in Q2 2016. 1 fund tracked by Wall St. Rank holds DXI as of Q3 2016.

  • Creative Planning reported no remaining DXI ENERGY INC COM SHS (CDA) position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 4,850 DXI ENERGY INC COM SHS (CDA) shares in Q3 2016, an estimated $1K.
  • Creative Planning first reported a position in DXI ENERGY INC COM SHS (CDA) in Q4 2015 and held it in 3 quarters.
  • Creative Planning's DXI ENERGY INC COM SHS (CDA) position peaked at $1K in Q2 2016.
  • 1 fund tracked by Wall St. Rank held DXI ENERGY INC COM SHS (CDA) as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.