Creative Planning’s Misonix Inc MSON Stock Holding History

Creative Planning’s Portfolio MSON Stock Details MSON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-300	Closed	-$3K	–	4085
2017 Q2	$3K	Hold	300	–	–	﹤0.01%	4231
2017 Q1	$4K	Hold	300	–	–	﹤0.01%	4098
2016 Q4	$3K	Hold	300	–	–	﹤0.01%	4197
2016 Q3	$2K	Hold	300	–	–	﹤0.01%	4293
2016 Q2	$2K	Hold	300	–	–	﹤0.01%	4082
2016 Q1	$2K	Hold	300	–	–	﹤0.01%	4017
2015 Q4	$3K	Hold	300	–	–	﹤0.01%	3946
2015 Q3	$3K	Buy	+300	New	+$2.98K	﹤0.01%	3861
2015 Q2	–	Sell	-300	Closed	-$4K	–	3360
2015 Q1	$4K	Hold	300	–	–	﹤0.01%	3676
2014 Q4	$4K	Hold	300	–	–	﹤0.01%	3630
2014 Q3	$4K	Hold	300	–	–	﹤0.01%	3429
2014 Q2	$2K	Hold	300	–	–	﹤0.01%	3557
2014 Q1	$2K	Buy	+300	New	+$1.84K	﹤0.01%	3406

Other funds holding MSON

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

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

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

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Creative Planning's MSON Position: Q3 2017 in Review

Creative Planning sold out of Misonix Inc (MSON) in Q3 2017, closing a stake of 300 shares — an estimated $3K sold.

Creative Planning first reported a position in MSON in Q1 2014 and held it in 13 quarters. The position peaked at $4K in Q1 2017. 17 funds tracked by Wall St. Rank hold MSON as of Q3 2017.

Creative Planning reported no remaining Misonix Inc position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 300 Misonix Inc shares in Q3 2017, an estimated $3K.
Creative Planning first reported a position in Misonix Inc in Q1 2014 and held it in 13 quarters.
Creative Planning's Misonix Inc position peaked at $4K in Q1 2017.
17 funds tracked by Wall St. Rank held Misonix Inc as of Q3 2017.

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