Creative Planning
RENX

Creative Planning’s RELX N.V. RENX Stock Holding History

Creative Planning’s Portfolio RENX Stock Details RENX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-848
Closed -$18K – 4694
2017
Q2 		$18K Sell
848
-693
-45% -$13.8K ﹤0.01% 3263
2017
Q1 		$29K Buy
1,541
+522
+51% +$9.08K ﹤0.01% 2878
2016
Q4 		$17K Buy
+1,019
New +$16.7K ﹤0.01% 3204
2016
Q1 		– Sell
-922
Closed -$16K – 4839
2015
Q4 		$16K Buy
+922
New +$15.6K ﹤0.01% 3020
2014
Q3 		– Sell
-191
Closed -$3K – 4382
2014
Q2 		$3K Buy
+191
New +$2.68K ﹤0.01% 3479

Other funds holding RENX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning's RENX Position: Q3 2017 in Review

Creative Planning sold out of RELX N.V. (RENX) in Q3 2017, closing a stake of 848 shares — an estimated $18K sold.

Creative Planning first reported a position in RENX in Q2 2014 and held it in 5 quarters. The position peaked at $29K in Q1 2017. 102 funds tracked by Wall St. Rank hold RENX as of Q3 2017.

  • Creative Planning reported no remaining RELX N.V. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 848 RELX N.V. shares in Q3 2017, an estimated $18K.
  • Creative Planning first reported a position in RELX N.V. in Q2 2014 and held it in 5 quarters.
  • Creative Planning's RELX N.V. position peaked at $29K in Q1 2017.
  • 102 funds tracked by Wall St. Rank held RELX N.V. as of Q3 2017.

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