Creative Planning’s DEX MEDIA INC NEW COM STK (DE) DXM Stock Holding History

Creative Planning’s Portfolio DXM Stock Details DXM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-307	Closed	-$3K	–	4299
2014 Q2	$3K	Hold	307	–	–	﹤0.01%	3462
2014 Q1	$3K	Hold	307	–	–	﹤0.01%	3315
2013 Q4	$2K	Hold	307	–	–	﹤0.01%	3162
2013 Q3	$2K	Hold	307	–	–	﹤0.01%	3048
2013 Q2	$5K	Buy	+307	New	+$5.32K	﹤0.01%	2583

Other funds holding DXM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BPGAM

BTG Pactual Global Asset Management Hamilton, Bermuda $600M AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's DXM Position: Q3 2014 in Review

Creative Planning sold out of DEX MEDIA INC NEW COM STK (DE) (DXM) in Q3 2014, closing a stake of 307 shares — an estimated $3K sold.

Creative Planning first reported a position in DXM in Q2 2013 and held it in 5 quarters. The position peaked at $5K in Q2 2013. 78 funds tracked by Wall St. Rank hold DXM as of Q3 2014.

Creative Planning reported no remaining DEX MEDIA INC NEW COM STK (DE) position as of Q3 2014 after selling out during the quarter.
Creative Planning sold 307 DEX MEDIA INC NEW COM STK (DE) shares in Q3 2014, an estimated $3K.
Creative Planning first reported a position in DEX MEDIA INC NEW COM STK (DE) in Q2 2013 and held it in 5 quarters.
Creative Planning's DEX MEDIA INC NEW COM STK (DE) position peaked at $5K in Q2 2013.
78 funds tracked by Wall St. Rank held DEX MEDIA INC NEW COM STK (DE) as of Q3 2014.

Based on Creative Planning's 13F filing for Q3 2014, filed 10 Oct 2014.