Creative Planning
BLOX

Creative Planning’s Infoblox Inc BLOX Stock Holding History

Creative Planning’s Portfolio BLOX Stock Details BLOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-300
Closed -$4K – 4481
2014
Q3 		$4K Sell
300
-215
-42% -$2.79K ﹤0.01% 3449
2014
Q2 		$7K Buy
+515
New +$8.82K ﹤0.01% 3082

Other funds holding BLOX

CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Ascend Capital Orinda, California $1.99B AUM 10.36% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
LCP
Lamond Capital Partners San Francisco, California $14.3M AUM 30.74% 1-Year Est. Return
TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Creative Planning's BLOX Position: Q4 2014 in Review

Creative Planning sold out of Infoblox Inc (BLOX) in Q4 2014, closing a stake of 300 shares — an estimated $4K sold.

Creative Planning first reported a position in BLOX in Q2 2014 and held it in 2 quarters. The position peaked at $7K in Q2 2014. 144 funds tracked by Wall St. Rank hold BLOX as of Q4 2014.

  • Creative Planning reported no remaining Infoblox Inc position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 300 Infoblox Inc shares in Q4 2014, an estimated $4K.
  • Creative Planning first reported a position in Infoblox Inc in Q2 2014 and held it in 2 quarters.
  • Creative Planning's Infoblox Inc position peaked at $7K in Q2 2014.
  • 144 funds tracked by Wall St. Rank held Infoblox Inc as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.