Creative Planning
NEON icon

Creative Planning’s Neonode NEON Stock Holding History

Creative Planning’s Portfolio NEON Stock Details NEON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-30
Closed – – 3056
2017
Q2 		$0 Buy
+30
New +$408 ﹤0.01% 4751
2016
Q4 		– Sell
-74
Closed -$1K – 4757
2016
Q3 		$1K Hold
74
– – ﹤0.01% 4419
2016
Q2 		$1K Buy
74
+24
+48% +$437 ﹤0.01% 4188
2016
Q1 		$1K Buy
+50
New +$1.13K ﹤0.01% 4146

Other funds holding NEON

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MC
Menta Capital San Francisco, California $236M AUM 6.6% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning's NEON Position: Q3 2017 in Review

Creative Planning sold out of Neonode (NEON) in Q3 2017, closing a stake of 30 shares.

Creative Planning first reported a position in NEON in Q1 2016 and held it in 4 quarters. The position peaked at $1K in Q3 2016. 25 funds tracked by Wall St. Rank hold NEON as of Q3 2017.

  • Creative Planning reported no remaining Neonode position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 30 Neonode shares in Q3 2017.
  • Creative Planning first reported a position in Neonode in Q1 2016 and held it in 4 quarters.
  • Creative Planning's Neonode position peaked at $1K in Q3 2016.
  • 25 funds tracked by Wall St. Rank held Neonode as of Q3 2017.

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