Creative Planning’s IEC Electronics Corp. IEC Stock Holding History

Creative Planning’s Portfolio IEC Stock Details IEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-200	Closed	-$1K	–	5005
2016 Q4	$1K	Hold	200	–	–	﹤0.01%	4533
2016 Q3	$1K	Hold	200	–	–	﹤0.01%	4480
2016 Q2	$1K	Hold	200	–	–	﹤0.01%	4256
2016 Q1	$1K	Hold	200	–	–	﹤0.01%	4210
2015 Q4	$1K	Hold	200	–	–	﹤0.01%	4288
2015 Q3	$1K	Buy	+200	New	+$832	﹤0.01%	4190
2015 Q2	–	Sell	-400	Closed	-$2K	–	3364
2015 Q1	$2K	Sell	400 -6,650	-94%	-$28.5K	﹤0.01%	3939
2014 Q4	$33K	Buy	7,050 +6,150	+683%	+$31.3K	﹤0.01%	2283
2014 Q3	$4K	Buy	+900	New	+$3.98K	﹤0.01%	3430

Other funds holding IEC

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

BCM

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

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

VCA

VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Creative Planning's IEC Position: Q1 2017 in Review

Creative Planning sold out of IEC Electronics Corp. (IEC) in Q1 2017, closing a stake of 200 shares — an estimated $1K sold.

Creative Planning first reported a position in IEC in Q3 2014 and held it in 9 quarters. The position peaked at $33K in Q4 2014. 30 funds tracked by Wall St. Rank hold IEC as of Q1 2017.

Creative Planning reported no remaining IEC Electronics Corp. position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 200 IEC Electronics Corp. shares in Q1 2017, an estimated $1K.
Creative Planning first reported a position in IEC Electronics Corp. in Q3 2014 and held it in 9 quarters.
Creative Planning's IEC Electronics Corp. position peaked at $33K in Q4 2014.
30 funds tracked by Wall St. Rank held IEC Electronics Corp. as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.