Creative Planning’s Cumberland Pharmaceuticals CPIX Stock Holding History

Creative Planning’s Portfolio CPIX Stock Details CPIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-3,015	Closed	-$20K	–	1463
2015 Q1	$20K	Hold	3,015	–	–	﹤0.01%	2704
2014 Q4	$18K	Buy	3,015 +1,300	+76%	+$6.67K	﹤0.01%	2728
2014 Q3	$8K	Buy	1,715 +1,700	+11,333%	+$8.23K	﹤0.01%	3056
2014 Q2	$0	Hold	15	–	–	﹤0.01%	3796
2014 Q1	$0	Buy	+15	New	+$71	﹤0.01%	3643

Other funds holding CPIX

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Creative Planning's CPIX Position: Q2 2015 in Review

Creative Planning sold out of Cumberland Pharmaceuticals (CPIX) in Q2 2015, closing a stake of 3,015 shares — an estimated $20K sold.

Creative Planning first reported a position in CPIX in Q1 2014 and held it in 5 quarters. The position peaked at $20K in Q1 2015. 46 funds tracked by Wall St. Rank hold CPIX as of Q2 2015.

Creative Planning reported no remaining Cumberland Pharmaceuticals position as of Q2 2015 after selling out during the quarter.
Creative Planning sold 3,015 Cumberland Pharmaceuticals shares in Q2 2015, an estimated $20K.
Creative Planning first reported a position in Cumberland Pharmaceuticals in Q1 2014 and held it in 5 quarters.
Creative Planning's Cumberland Pharmaceuticals position peaked at $20K in Q1 2015.
46 funds tracked by Wall St. Rank held Cumberland Pharmaceuticals as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.