Creative Planning
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Creative Planning’s Nuwellis NUWE Stock Holding History

Creative Planning’s Portfolio NUWE Stock Details NUWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Hold
0
– – – 3100
2017
Q2 		– Hold
0
– – – 4756
2017
Q1 		– Hold
0
– – – 4837
2016
Q4 		– Hold
0
– – – 4468
2016
Q3 		– Hold
0
– – – 4237
2016
Q2 		– Hold
0
– – – 4190
2016
Q1 		– Hold
0
– – – 3970
2015
Q4 		– Hold
0
– – – 3920
2015
Q3 		– Hold
0
– – – 3723

Other funds holding NUWE

SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
RE
RBC Europe London, United Kingdom $2.08B AUM 12.2% 1-Year Est. Return