Creative Planning
NEX

Creative Planning’s NexTier Oilfield Solutions Inc. NEX Stock Holding History

Creative Planning’s Portfolio NEX Stock Details NEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-14,503
Closed -$198K – 2190
2018
Q2 		$198K Buy
+14,503
New +$217K ﹤0.01% 1646
2018
Q1 		– Sell
-110,075
Closed -$2.09M – 2147
2017
Q4 		$2.09M Buy
110,075
+34,480
+46% +$541K 0.01% 446
2017
Q3 		$1.26M Buy
75,595
+6,000
+9% +$88.1K 0.01% 615
2017
Q2 		$1.11M Buy
69,595
+57,207
+462% +$843K 0.01% 638
2017
Q1 		$177K Buy
+12,388
New +$230K ﹤0.01% 1567

Other funds holding NEX

FS
Feinberg Stephen $2.61B AUM 15.12% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's NEX Position: Q3 2018 in Review

Creative Planning sold out of NexTier Oilfield Solutions Inc. (NEX) in Q3 2018, closing a stake of 14,503 shares — an estimated $198K sold.

Creative Planning first reported a position in NEX in Q1 2017 and held it in 5 quarters. The position peaked at $2.09M in Q4 2017. 130 funds tracked by Wall St. Rank hold NEX as of Q3 2018.

  • Creative Planning reported no remaining NexTier Oilfield Solutions Inc. position as of Q3 2018 after selling out during the quarter.
  • Creative Planning sold 14,503 NexTier Oilfield Solutions Inc. shares in Q3 2018, an estimated $198K.
  • Creative Planning first reported a position in NexTier Oilfield Solutions Inc. in Q1 2017 and held it in 5 quarters.
  • Creative Planning's NexTier Oilfield Solutions Inc. position peaked at $2.09M in Q4 2017.
  • 130 funds tracked by Wall St. Rank held NexTier Oilfield Solutions Inc. as of Q3 2018.

Based on Creative Planning's 13F filing for Q3 2018, filed 25 Oct 2018.