Creative Planning’s NxStage Medical Inc. NXTM Stock Holding History

Creative Planning’s Portfolio NXTM Stock Details NXTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,104	Closed	-$28K	–	4328
2017 Q2	$28K	Buy	1,104 +94	+9%	+$2.33K	﹤0.01%	2950
2017 Q1	$27K	Buy	1,010 +36	+4%	+$994	﹤0.01%	2937
2016 Q4	$26K	Hold	974	–	–	﹤0.01%	2912
2016 Q3	$24K	Buy	+974	New	+$22.7K	﹤0.01%	2948
2016 Q1	–	Sell	-200	Closed	-$4K	–	4662
2015 Q4	$4K	Buy	+200	New	+$3.73K	﹤0.01%	3838

Other funds holding NXTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCM

Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Creative Planning's NXTM Position: Q3 2017 in Review

Creative Planning sold out of NxStage Medical Inc. (NXTM) in Q3 2017, closing a stake of 1,104 shares — an estimated $28K sold.

Creative Planning first reported a position in NXTM in Q4 2015 and held it in 5 quarters. The position peaked at $28K in Q2 2017. 168 funds tracked by Wall St. Rank hold NXTM as of Q3 2017.

Creative Planning reported no remaining NxStage Medical Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,104 NxStage Medical Inc. shares in Q3 2017, an estimated $28K.
Creative Planning first reported a position in NxStage Medical Inc. in Q4 2015 and held it in 5 quarters.
Creative Planning's NxStage Medical Inc. position peaked at $28K in Q2 2017.
168 funds tracked by Wall St. Rank held NxStage Medical Inc. as of Q3 2017.

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