Creative Planning’s Daxor DXR Stock Holding History

Creative Planning’s Portfolio DXR Stock Details DXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-300	Closed	-$2K	–	2356
2017 Q2	$2K	Hold	300	–	–	﹤0.01%	4289
2017 Q1	$2K	Hold	300	–	–	﹤0.01%	4271
2016 Q4	$2K	Hold	300	–	–	﹤0.01%	4256
2016 Q3	$2K	Buy	+300	New	+$2.43K	﹤0.01%	4215

Other funds holding DXR

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Creative Planning's DXR Position: Q3 2017 in Review

Creative Planning sold out of Daxor (DXR) in Q3 2017, closing a stake of 300 shares — an estimated $2K sold.

Creative Planning first reported a position in DXR in Q3 2016 and held it in 4 quarters. The position peaked at $2K in Q2 2017. 7 funds tracked by Wall St. Rank hold DXR as of Q3 2017.

Creative Planning reported no remaining Daxor position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 300 Daxor shares in Q3 2017, an estimated $2K.
Creative Planning first reported a position in Daxor in Q3 2016 and held it in 4 quarters.
Creative Planning's Daxor position peaked at $2K in Q2 2017.
7 funds tracked by Wall St. Rank held Daxor as of Q3 2017.

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