Creative Planning
DXYN

Creative Planning’s Dixie Group Inc DXYN Stock Holding History

Creative Planning’s Portfolio DXYN Stock Details DXYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,200
Closed -$4K – 4955
2016
Q4 		$4K Hold
1,200
– – ﹤0.01% 4078
2016
Q3 		$6K Hold
1,200
– – ﹤0.01% 3834
2016
Q2 		$4K Hold
1,200
– – ﹤0.01% 3791
2016
Q1 		$5K Hold
1,200
– – ﹤0.01% 3618
2015
Q4 		$6K Hold
1,200
– – ﹤0.01% 3615
2015
Q3 		$10K Buy
+1,200
New +$12.3K ﹤0.01% 3223
2015
Q2 		– Sell
-1,200
Closed -$11K – 3142
2015
Q1 		$11K Hold
1,200
– – ﹤0.01% 3153
2014
Q4 		$11K Hold
1,200
– – ﹤0.01% 3079
2014
Q3 		$10K Buy
+1,200
New +$10.8K ﹤0.01% 2957

Other funds holding DXYN

HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Creative Planning's DXYN Position: Q1 2017 in Review

Creative Planning sold out of Dixie Group Inc (DXYN) in Q1 2017, closing a stake of 1,200 shares — an estimated $4K sold.

Creative Planning first reported a position in DXYN in Q3 2014 and held it in 9 quarters. The position peaked at $11K in Q1 2015. 41 funds tracked by Wall St. Rank hold DXYN as of Q1 2017.

  • Creative Planning reported no remaining Dixie Group Inc position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 1,200 Dixie Group Inc shares in Q1 2017, an estimated $4K.
  • Creative Planning first reported a position in Dixie Group Inc in Q3 2014 and held it in 9 quarters.
  • Creative Planning's Dixie Group Inc position peaked at $11K in Q1 2015.
  • 41 funds tracked by Wall St. Rank held Dixie Group Inc as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.