Creative Planning
MXWL

Creative Planning’s Maxwell Technologies Inc MXWL Stock Holding History

Creative Planning’s Portfolio MXWL Stock Details MXWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-120
Closed -$1K – 4973
2017
Q1 		$1K Buy
+120
New +$617 ﹤0.01% 4562
2015
Q2 		– Sell
-111
Closed -$1K – 3544
2015
Q1 		$1K Sell
111
-300
-73% -$2.29K ﹤0.01% 4109
2014
Q4 		$4K Hold
411
– – ﹤0.01% 3636
2014
Q3 		$4K Buy
411
+300
+270% +$3.19K ﹤0.01% 3435
2014
Q2 		$2K Buy
111
+100
+909% +$1.57K ﹤0.01% 3568
2014
Q1 		$0 Hold
11
– – ﹤0.01% 3828
2013
Q4 		$0 Hold
11
– – ﹤0.01% 3546
2013
Q3 		$0 Hold
11
– – ﹤0.01% 3419
2013
Q2 		$0 Buy
+11
New +$69 ﹤0.01% 3146

Other funds holding MXWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's MXWL Position: Q2 2017 in Review

Creative Planning sold out of Maxwell Technologies Inc (MXWL) in Q2 2017, closing a stake of 120 shares — an estimated $1K sold.

Creative Planning first reported a position in MXWL in Q2 2013 and held it in 9 quarters. The position peaked at $4K in Q4 2014. 80 funds tracked by Wall St. Rank hold MXWL as of Q2 2017.

  • Creative Planning reported no remaining Maxwell Technologies Inc position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 120 Maxwell Technologies Inc shares in Q2 2017, an estimated $1K.
  • Creative Planning first reported a position in Maxwell Technologies Inc in Q2 2013 and held it in 9 quarters.
  • Creative Planning's Maxwell Technologies Inc position peaked at $4K in Q4 2014.
  • 80 funds tracked by Wall St. Rank held Maxwell Technologies Inc as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.