Creative Planning’s EXFO INC. EXFO Stock Holding History

Creative Planning’s Portfolio EXFO Stock Details EXFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-600	Closed	-$3K	–	4101
2017 Q2	$3K	Hold	600	–	–	﹤0.01%	4233
2017 Q1	$3K	Buy	+600	New	+$3.23K	﹤0.01%	4213
2014 Q3	–	Sell	-400	Closed	-$2K	–	4214
2014 Q2	$2K	Hold	400	–	–	﹤0.01%	3559
2014 Q1	$2K	Hold	400	–	–	﹤0.01%	3407
2013 Q4	$2K	Buy	+400	New	+$2.08K	﹤0.01%	3133

Other funds holding EXFO

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

SFM

Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

WPC

White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Creative Planning's EXFO Position: Q3 2017 in Review

Creative Planning sold out of EXFO INC. (EXFO) in Q3 2017, closing a stake of 600 shares — an estimated $3K sold.

Creative Planning first reported a position in EXFO in Q4 2013 and held it in 5 quarters. The position peaked at $3K in Q2 2017. 23 funds tracked by Wall St. Rank hold EXFO as of Q3 2017.

Creative Planning reported no remaining EXFO INC. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 600 EXFO INC. shares in Q3 2017, an estimated $3K.
Creative Planning first reported a position in EXFO INC. in Q4 2013 and held it in 5 quarters.
Creative Planning's EXFO INC. position peaked at $3K in Q2 2017.
23 funds tracked by Wall St. Rank held EXFO INC. as of Q3 2017.

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