Creative Planning’s INFOSONICS CORPORATION IFO Stock Holding History

Creative Planning’s Portfolio IFO Stock Details IFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,495	Closed	-$1K	–	4782
2017 Q2	$1K	Hold	1,495	–	–	﹤0.01%	4590
2017 Q1	$1K	Hold	1,495	–	–	﹤0.01%	4616
2016 Q4	$1K	Hold	1,495	–	–	﹤0.01%	4594
2016 Q3	$1K	Hold	1,495	–	–	﹤0.01%	4545
2016 Q2	$1K	Hold	1,495	–	–	﹤0.01%	4329
2016 Q1	$1K	Hold	1,495	–	–	﹤0.01%	4290
2015 Q4	$2K	Hold	1,495	–	–	﹤0.01%	4163
2015 Q3	$2K	Buy	+1,495	New	+$2K	﹤0.01%	4059
2015 Q2	–	Sell	-1,495	Closed	-$4K	–	4327
2015 Q1	$4K	Hold	1,495	–	–	﹤0.01%	3714
2014 Q4	$2K	Hold	1,495	–	–	﹤0.01%	3932
2014 Q3	$3K	Hold	1,495	–	–	﹤0.01%	3616
2014 Q2	$4K	Hold	1,495	–	–	﹤0.01%	3377
2014 Q1	$5K	Buy	+1,495	New	+$5K	﹤0.01%	3151

Other funds holding IFO

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

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning's IFO Position: Q3 2017 in Review

Creative Planning sold out of INFOSONICS CORPORATION (IFO) in Q3 2017, closing a stake of 1,495 shares — an estimated $1K sold.

Creative Planning first reported a position in IFO in Q1 2014 and held it in 13 quarters. The position peaked at $5K in Q1 2014. 10 funds tracked by Wall St. Rank hold IFO as of Q3 2017.

Creative Planning reported no remaining INFOSONICS CORPORATION position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,495 INFOSONICS CORPORATION shares in Q3 2017, an estimated $1K.
Creative Planning first reported a position in INFOSONICS CORPORATION in Q1 2014 and held it in 13 quarters.
Creative Planning's INFOSONICS CORPORATION position peaked at $5K in Q1 2014.
10 funds tracked by Wall St. Rank held INFOSONICS CORPORATION as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.