Creative Planning’s Stereotaxis STXS Stock Holding History

Creative Planning’s Portfolio STXS Stock Details STXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-100	Closed	–	–	4723
2016 Q2	$0	Hold	100	–	–	﹤0.01%	4513
2016 Q1	$0	Sell	100 -70	-41%	-$60	﹤0.01%	4516
2015 Q4	$0	Buy	+170	New	+$163	﹤0.01%	4572

Other funds holding STXS

DCM

DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Creative Planning's STXS Position: Q3 2016 in Review

Creative Planning sold out of Stereotaxis (STXS) in Q3 2016, closing a stake of 100 shares.

Creative Planning first reported a position in STXS in Q4 2015 and held it in 3 quarters. The position peaked at $0 in Q2 2016. 5 funds tracked by Wall St. Rank hold STXS as of Q3 2016.

Creative Planning reported no remaining Stereotaxis position as of Q3 2016 after selling out during the quarter.
Creative Planning sold 100 Stereotaxis shares in Q3 2016.
Creative Planning first reported a position in Stereotaxis in Q4 2015 and held it in 3 quarters.
Creative Planning's Stereotaxis position peaked at $0 in Q2 2016.
5 funds tracked by Wall St. Rank held Stereotaxis as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.