Creative Planning’s Xo Group Inc XOXO Stock Holding History

Creative Planning’s Portfolio XOXO Stock Details XOXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-500	Closed	-$9K	–	4986
2017 Q1	$9K	Hold	500	–	–	﹤0.01%	3688
2016 Q4	$10K	Hold	500	–	–	﹤0.01%	3578
2016 Q3	$10K	Hold	500	–	–	﹤0.01%	3552
2016 Q2	$9K	Hold	500	–	–	﹤0.01%	3353
2016 Q1	$8K	Hold	500	–	–	﹤0.01%	3370
2015 Q4	$8K	Hold	500	–	–	﹤0.01%	3468
2015 Q3	$7K	Buy	+500	New	+$7.51K	﹤0.01%	3469
2015 Q2	–	Sell	-500	Closed	-$9K	–	3585
2015 Q1	$9K	Hold	500	–	–	﹤0.01%	3283
2014 Q4	$9K	Hold	500	–	–	﹤0.01%	3201
2014 Q3	$6K	Hold	500	–	–	﹤0.01%	3237
2014 Q2	$6K	Hold	500	–	–	﹤0.01%	3158
2014 Q1	$5K	Hold	500	–	–	﹤0.01%	3125
2013 Q4	$7K	Sell	500 -22,000	-98%	-$311K	﹤0.01%	2737
2013 Q3	$0	Sell	22,500 -60	-0.3%	-$751	﹤0.01%	3422
2013 Q2	$0	Buy	+22,560	New	+$243K	﹤0.01%	3147

Other funds holding XOXO

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HCSF Management San Francisco, California $60.3M AUM 9.62% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

WIM

Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return

Creative Planning's XOXO Position: Q2 2017 in Review

Creative Planning sold out of Xo Group Inc (XOXO) in Q2 2017, closing a stake of 500 shares — an estimated $9K sold.

Creative Planning first reported a position in XOXO in Q2 2013 and held it in 15 quarters. The position peaked at $10K in Q4 2016. 124 funds tracked by Wall St. Rank hold XOXO as of Q2 2017.

Creative Planning reported no remaining Xo Group Inc position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 500 Xo Group Inc shares in Q2 2017, an estimated $9K.
Creative Planning first reported a position in Xo Group Inc in Q2 2013 and held it in 15 quarters.
Creative Planning's Xo Group Inc position peaked at $10K in Q4 2016.
124 funds tracked by Wall St. Rank held Xo Group Inc as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.