Creative Planning’s Mexco Energy MXC Stock Holding History

Creative Planning’s Portfolio MXC Stock Details MXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-150	Closed	-$1K	–	3038
2017 Q2	$1K	Buy	+150	New	+$606	﹤0.01%	4464

Other funds holding MXC

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

BCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Creative Planning's MXC Position: Q3 2017 in Review

Creative Planning sold out of Mexco Energy (MXC) in Q3 2017, closing a stake of 150 shares — an estimated $1K sold.

Creative Planning first reported a position in MXC in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 10 funds tracked by Wall St. Rank hold MXC as of Q3 2017.

Creative Planning reported no remaining Mexco Energy position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 150 Mexco Energy shares in Q3 2017, an estimated $1K.
Creative Planning first reported a position in Mexco Energy in Q2 2017 and held it in 1 quarter.
Creative Planning's Mexco Energy position peaked at $1K in Q2 2017.
10 funds tracked by Wall St. Rank held Mexco Energy as of Q3 2017.

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