Creative Planning
NXEO

Creative Planning’s Nexeo Solutions, Inc. Common Stock NXEO Stock Holding History

Creative Planning’s Portfolio NXEO Stock Details NXEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-500
Closed -$5K – 5046
2016
Q4 		$5K Buy
+500
New +$4.01K ﹤0.01% 4006

Other funds holding NXEO

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's NXEO Position: Q1 2017 in Review

Creative Planning sold out of Nexeo Solutions, Inc. Common Stock (NXEO) in Q1 2017, closing a stake of 500 shares — an estimated $5K sold.

Creative Planning first reported a position in NXEO in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 56 funds tracked by Wall St. Rank hold NXEO as of Q1 2017.

  • Creative Planning reported no remaining Nexeo Solutions, Inc. Common Stock position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 500 Nexeo Solutions, Inc. Common Stock shares in Q1 2017, an estimated $5K.
  • Creative Planning first reported a position in Nexeo Solutions, Inc. Common Stock in Q4 2016 and held it in 1 quarter.
  • Creative Planning's Nexeo Solutions, Inc. Common Stock position peaked at $5K in Q4 2016.
  • 56 funds tracked by Wall St. Rank held Nexeo Solutions, Inc. Common Stock as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.