Creative Planning
XRA

Creative Planning’s Exeter Resources Corporation XRA Stock Holding History

Creative Planning’s Portfolio XRA Stock Details XRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-150
Closed – – 4861
2016
Q2 		$0 Hold
150
– – ﹤0.01% 4654
2016
Q1 		$0 Hold
150
– – ﹤0.01% 4707
2015
Q4 		$0 Sell
150
-10,000
-99% -$3.42K ﹤0.01% 4734
2015
Q3 		$3K Buy
+10,150
New +$4.02K ﹤0.01% 3886
2015
Q2 		– Sell
-2,350
Closed -$1K – 3726
2015
Q1 		$1K Hold
2,350
– – ﹤0.01% 4119
2014
Q4 		$1K Buy
2,350
+150
+7% +$91 ﹤0.01% 4058
2014
Q3 		$1K Buy
+2,200
New +$1.58K ﹤0.01% 3923

Other funds holding XRA

SVG
Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Creative Planning's XRA Position: Q3 2016 in Review

Creative Planning sold out of Exeter Resources Corporation (XRA) in Q3 2016, closing a stake of 150 shares.

Creative Planning first reported a position in XRA in Q3 2014 and held it in 7 quarters. The position peaked at $3K in Q3 2015. 24 funds tracked by Wall St. Rank hold XRA as of Q3 2016.

  • Creative Planning reported no remaining Exeter Resources Corporation position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 150 Exeter Resources Corporation shares in Q3 2016.
  • Creative Planning first reported a position in Exeter Resources Corporation in Q3 2014 and held it in 7 quarters.
  • Creative Planning's Exeter Resources Corporation position peaked at $3K in Q3 2015.
  • 24 funds tracked by Wall St. Rank held Exeter Resources Corporation as of Q3 2016.

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