Creative Planning
EXA

Creative Planning’s EXA Corporation EXA Stock Holding History

Creative Planning’s Portfolio EXA Stock Details EXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-100
Closed -$1K – 5023
2017
Q1 		$1K Buy
+100
New +$1.53K ﹤0.01% 4588
2016
Q4 		– Sell
-50
Closed -$1K – 5021
2016
Q3 		$1K Buy
+50
New +$752 ﹤0.01% 4517

Other funds holding EXA

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Creative Planning's EXA Position: Q2 2017 in Review

Creative Planning sold out of EXA Corporation (EXA) in Q2 2017, closing a stake of 100 shares — an estimated $1K sold.

Creative Planning first reported a position in EXA in Q3 2016 and held it in 2 quarters. The position peaked at $1K in Q1 2017. 73 funds tracked by Wall St. Rank hold EXA as of Q2 2017.

  • Creative Planning reported no remaining EXA Corporation position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 100 EXA Corporation shares in Q2 2017, an estimated $1K.
  • Creative Planning first reported a position in EXA Corporation in Q3 2016 and held it in 2 quarters.
  • Creative Planning's EXA Corporation position peaked at $1K in Q1 2017.
  • 73 funds tracked by Wall St. Rank held EXA Corporation as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.