Creative Planning
MIXT

Creative Planning’s MIX TELEMATICS LIMITED MIXT Stock Holding History

Creative Planning’s Portfolio MIXT Stock Details MIXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-46
Closed – – 4193
2014
Q2 		$0 Buy
+46
New +$474 ﹤0.01% 3999

Other funds holding MIXT

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DL
Delta Lloyd Amsterdam, Netherlands $3.56B AUM 18.98% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Creative Planning's MIXT Position: Q3 2014 in Review

Creative Planning sold out of MIX TELEMATICS LIMITED (MIXT) in Q3 2014, closing a stake of 46 shares.

Creative Planning first reported a position in MIXT in Q2 2014 and held it in 1 quarter. The position peaked at $0 in Q2 2014. 28 funds tracked by Wall St. Rank hold MIXT as of Q3 2014.

  • Creative Planning reported no remaining MIX TELEMATICS LIMITED position as of Q3 2014 after selling out during the quarter.
  • Creative Planning sold 46 MIX TELEMATICS LIMITED shares in Q3 2014.
  • Creative Planning first reported a position in MIX TELEMATICS LIMITED in Q2 2014 and held it in 1 quarter.
  • Creative Planning's MIX TELEMATICS LIMITED position peaked at $0 in Q2 2014.
  • 28 funds tracked by Wall St. Rank held MIX TELEMATICS LIMITED as of Q3 2014.

Based on Creative Planning's 13F filing for Q3 2014, filed 10 Oct 2014.