Creative Planning
NSU

Creative Planning’s Nevsun Resources Ltd. NSU Stock Holding History

Creative Planning’s Portfolio NSU Stock Details NSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6,402
Closed -$15K – 4681
2017
Q2 		$15K Sell
6,402
-7,138
-53% -$17.1K ﹤0.01% 3393
2017
Q1 		$35K Sell
13,540
-10,586
-44% -$30.6K ﹤0.01% 2738
2016
Q4 		$75K Buy
24,126
+416
+2% +$1.26K ﹤0.01% 2063
2016
Q3 		$72K Sell
23,710
-1,311
-5% -$4.11K ﹤0.01% 2092
2016
Q2 		$74K Buy
25,021
+24,021
+2,402% +$79.4K ﹤0.01% 1867
2016
Q1 		$3K Buy
+1,000
New +$2.99K ﹤0.01% 3896
2015
Q4 		– Sell
-300
Closed -$1K – 4874
2015
Q3 		$1K Buy
+300
New +$932 ﹤0.01% 4268
2015
Q2 		– Sell
-200
Closed -$1K – 4191
2015
Q1 		$1K Hold
200
– – ﹤0.01% 4173
2014
Q4 		$1K Hold
200
– – ﹤0.01% 4106
2014
Q3 		$1K Buy
+200
New +$776 ﹤0.01% 3966

Other funds holding NSU

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's NSU Position: Q3 2017 in Review

Creative Planning sold out of Nevsun Resources Ltd. (NSU) in Q3 2017, closing a stake of 6,402 shares — an estimated $15K sold.

Creative Planning first reported a position in NSU in Q3 2014 and held it in 10 quarters. The position peaked at $75K in Q4 2016. 86 funds tracked by Wall St. Rank hold NSU as of Q3 2017.

  • Creative Planning reported no remaining Nevsun Resources Ltd. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 6,402 Nevsun Resources Ltd. shares in Q3 2017, an estimated $15K.
  • Creative Planning first reported a position in Nevsun Resources Ltd. in Q3 2014 and held it in 10 quarters.
  • Creative Planning's Nevsun Resources Ltd. position peaked at $75K in Q4 2016.
  • 86 funds tracked by Wall St. Rank held Nevsun Resources Ltd. as of Q3 2017.

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