Creative Planning’s AIM ImmunoTech AIM Stock Holding History

Creative Planning’s Portfolio AIM Stock Details AIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-9	Closed	-$9K	–	2224
2018 Q3	$9K	Hold	9	–	–	﹤0.01%	1996
2018 Q2	$13K	Hold	9	–	–	﹤0.01%	1940
2018 Q1	$16K	Hold	9	–	–	﹤0.01%	1907
2017 Q4	$14K	Hold	9	–	–	﹤0.01%	1874
2017 Q3	$13K	Hold	9	–	–	﹤0.01%	1851
2017 Q2	$20K	Hold	9	–	–	﹤0.01%	3206
2017 Q1	$22K	Buy	+9	New	+$23K	﹤0.01%	3085
2016 Q4	–	Hold	0	–	–	–	5158

Other funds holding AIM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

Creative Planning's AIM Position: Q4 2018 in Review

Creative Planning sold out of AIM ImmunoTech (AIM) in Q4 2018, closing a stake of 9 shares — an estimated $9K sold.

Creative Planning first reported a position in AIM in Q1 2017 and held it in 7 quarters. The position peaked at $22K in Q1 2017. 13 funds tracked by Wall St. Rank hold AIM as of Q4 2018.

Creative Planning reported no remaining AIM ImmunoTech position as of Q4 2018 after selling out during the quarter.
Creative Planning sold 9 AIM ImmunoTech shares in Q4 2018, an estimated $9K.
Creative Planning first reported a position in AIM ImmunoTech in Q1 2017 and held it in 7 quarters.
Creative Planning's AIM ImmunoTech position peaked at $22K in Q1 2017.
13 funds tracked by Wall St. Rank held AIM ImmunoTech as of Q4 2018.

Based on Creative Planning's 13F filing for Q4 2018, filed 1 Feb 2019.