Creative Planning’s Loxo Oncology, Inc LOXO Stock Holding History

Creative Planning’s Portfolio LOXO Stock Details LOXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-11,885	Closed	-$1.67M	–	2135
2018 Q4	$1.67M	Sell	11,885 -2,690	-18%	-$408K	0.01%	470
2018 Q3	$2.49M	Buy	14,575 +5,286	+57%	+$888K	0.01%	421
2018 Q2	$1.61M	Buy	9,289 +6,687	+257%	+$1M	0.01%	530
2018 Q1	$300K	Buy	+2,602	New	+$277K	﹤0.01%	1343
2017 Q3	–	Sell	-471	Closed	-$38K	–	4334
2017 Q2	$38K	Buy	471 +231	+96%	+$12.8K	﹤0.01%	2743
2017 Q1	$10K	Buy	+240	New	+$9.88K	﹤0.01%	3621

Other funds holding LOXO

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Creative Planning's LOXO Position: Q1 2019 in Review

Creative Planning sold out of Loxo Oncology, Inc (LOXO) in Q1 2019, closing a stake of 11,885 shares — an estimated $1.67M sold.

Creative Planning first reported a position in LOXO in Q1 2017 and held it in 6 quarters. The position peaked at $2.49M in Q3 2018. 1 fund tracked by Wall St. Rank holds LOXO as of Q1 2019.

Creative Planning reported no remaining Loxo Oncology, Inc position as of Q1 2019 after selling out during the quarter.
Creative Planning sold 11,885 Loxo Oncology, Inc shares in Q1 2019, an estimated $1.67M.
Creative Planning first reported a position in Loxo Oncology, Inc in Q1 2017 and held it in 6 quarters.
Creative Planning's Loxo Oncology, Inc position peaked at $2.49M in Q3 2018.
1 fund tracked by Wall St. Rank held Loxo Oncology, Inc as of Q1 2019.

Based on Creative Planning's 13F filing for Q1 2019, filed 24 Apr 2019.