Creative Planning’s Express, Inc. EXPR Stock Holding History

Creative Planning’s Portfolio EXPR Stock Details EXPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-700	Closed	-$48K	–	2132
2019 Q3	$48K	Hold	700	–	–	﹤0.01%	1793
2019 Q2	$38K	Hold	700	–	–	﹤0.01%	1841
2019 Q1	$60K	Buy	700 +187	+36%	+$18.8K	﹤0.01%	1764
2018 Q4	$52K	Sell	513 -12	-2%	-$1.85K	﹤0.01%	1709
2018 Q3	$116K	Buy	525 +25	+5%	+$5.11K	﹤0.01%	1767
2018 Q2	$92K	Hold	500	–	–	﹤0.01%	1785
2018 Q1	$72K	Buy	+500	New	+$73.7K	﹤0.01%	1786
2016 Q4	–	Sell	-15	Closed	-$4K	–	4900
2016 Q3	$4K	Buy	15 +10	+200%	+$2.71K	﹤0.01%	4014
2016 Q2	$1K	Buy	+5	New	+$1.68K	﹤0.01%	4242
2015 Q4	–	Sell	-3	Closed	-$1K	–	4628
2015 Q3	$1K	Buy	+3	New	+$1.13K	﹤0.01%	4175
2015 Q2	–	Sell	-40	Closed	-$13K	–	3190
2015 Q1	$13K	Buy	+40	New	+$11.6K	﹤0.01%	3042

Other funds holding EXPR

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

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

NSGL

No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Creative Planning's EXPR Position: Q4 2019 in Review

Creative Planning sold out of Express, Inc. (EXPR) in Q4 2019, closing a stake of 700 shares — an estimated $48K sold.

Creative Planning first reported a position in EXPR in Q1 2015 and held it in 11 quarters. The position peaked at $116K in Q3 2018. 132 funds tracked by Wall St. Rank hold EXPR as of Q4 2019.

Creative Planning reported no remaining Express, Inc. position as of Q4 2019 after selling out during the quarter.
Creative Planning sold 700 Express, Inc. shares in Q4 2019, an estimated $48K.
Creative Planning first reported a position in Express, Inc. in Q1 2015 and held it in 11 quarters.
Creative Planning's Express, Inc. position peaked at $116K in Q3 2018.
132 funds tracked by Wall St. Rank held Express, Inc. as of Q4 2019.

Based on Creative Planning's 13F filing for Q4 2019, filed 30 Jan 2020.