Creative Planning
XONE

Creative Planning’s The ExOne Company XONE Stock Holding History

Creative Planning’s Portfolio XONE Stock Details XONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,268
Closed -$26K – 4081
2017
Q2 		$26K Buy
2,268
+168
+8% +$1.99K ﹤0.01% 3008
2017
Q1 		$21K Hold
2,100
– – ﹤0.01% 3112
2016
Q4 		$20K Sell
2,100
-1,000
-32% -$11.4K ﹤0.01% 3097
2016
Q3 		$47K Hold
3,100
– – ﹤0.01% 2415
2016
Q2 		$33K Hold
3,100
– – ﹤0.01% 2429
2016
Q1 		$41K Sell
3,100
-200
-6% -$1.91K ﹤0.01% 2241
2015
Q4 		$33K Sell
3,300
-300
-8% -$2.9K ﹤0.01% 2455
2015
Q3 		$24K Buy
+3,600
New +$29.9K ﹤0.01% 2602
2015
Q2 		– Sell
-500
Closed -$7K – 3359
2015
Q1 		$7K Hold
500
– – ﹤0.01% 3418
2014
Q4 		$8K Sell
500
-35
-7% -$703 ﹤0.01% 3265
2014
Q3 		$11K Sell
535
-1,283
-71% -$39.2K ﹤0.01% 2910
2014
Q2 		$72K Sell
1,818
-750
-29% -$23.3K ﹤0.01% 1649
2014
Q1 		$92K Buy
2,568
+1,450
+130% +$69.4K ﹤0.01% 1456
2013
Q4 		$68K Sell
1,118
-432
-28% -$23.4K ﹤0.01% 1419
2013
Q3 		$66K Buy
1,550
+550
+55% +$34.5K ﹤0.01% 1362
2013
Q2 		$62K Buy
+1,000
New +$42.2K ﹤0.01% 1265

Other funds holding XONE

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GES
GO ETF Solutions London, United Kingdom $689M AUM 29.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's XONE Position: Q3 2017 in Review

Creative Planning sold out of The ExOne Company (XONE) in Q3 2017, closing a stake of 2,268 shares — an estimated $26K sold.

Creative Planning first reported a position in XONE in Q2 2013 and held it in 16 quarters. The position peaked at $92K in Q1 2014. 68 funds tracked by Wall St. Rank hold XONE as of Q3 2017.

  • Creative Planning reported no remaining The ExOne Company position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,268 The ExOne Company shares in Q3 2017, an estimated $26K.
  • Creative Planning first reported a position in The ExOne Company in Q2 2013 and held it in 16 quarters.
  • Creative Planning's The ExOne Company position peaked at $92K in Q1 2014.
  • 68 funds tracked by Wall St. Rank held The ExOne Company as of Q3 2017.

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