Creative Planning
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Creative Planning’s IGC Pharma IGC Stock Holding History

Creative Planning’s Portfolio IGC Stock Details IGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-90,449
Closed -$57K – 1975
2019
Q4 		$57K Buy
90,449
+25,000
+38% +$20.5K ﹤0.01% 1811
2019
Q3 		$64K Buy
65,449
+1,410
+2% +$1.7K ﹤0.01% 1768
2019
Q2 		$105K Hold
64,039
– – ﹤0.01% 1742
2019
Q1 		$133K Buy
+64,039
New +$146K ﹤0.01% 1658
2018
Q4 		– Sell
-65,049
Closed -$420K – 2016
2018
Q3 		$420K Hold
65,049
– – ﹤0.01% 1189
2018
Q2 		$32K Hold
65,049
– – ﹤0.01% 1877
2018
Q1 		$36K Hold
65,049
– – ﹤0.01% 1847
2017
Q4 		$65K Hold
65,049
– – ﹤0.01% 1779
2017
Q3 		$21K Hold
65,049
– – ﹤0.01% 1832
2017
Q2 		$21K Hold
65,049
– – ﹤0.01% 3155
2017
Q1 		$21K Hold
65,049
– – ﹤0.01% 3100
2016
Q4 		$18K Buy
65,049
+61,899
+1,965% +$21.5K ﹤0.01% 3141
2016
Q3 		$1K Hold
3,150
– – ﹤0.01% 4388
2016
Q2 		$2K Buy
3,150
+1,100
+54% +$481 ﹤0.01% 4020
2016
Q1 		$1K Buy
+2,050
New +$621 ﹤0.01% 4128
2014
Q4 		– Sell
-28,400
Closed -$20K – 4244
2014
Q3 		$20K Buy
28,400
+8,250
+41% +$8.03K ﹤0.01% 2540
2014
Q2 		$29K Buy
20,150
+5,970
+42% +$6.75K ﹤0.01% 2252
2014
Q1 		$11K Buy
14,180
+5,145
+57% +$4.48K ﹤0.01% 2708
2013
Q4 		$9K Hold
9,035
– – ﹤0.01% 2612
2013
Q3 		$9K Hold
9,035
– – ﹤0.01% 2503
2013
Q2 		$14K Buy
+9,035
New +$18.9K ﹤0.01% 2116

Other funds holding IGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
DP
Dearborn Partners Chicago, Illinois $1.85B AUM 6.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Creative Planning's IGC Position: Q1 2020 in Review

Creative Planning sold out of IGC Pharma (IGC) in Q1 2020, closing a stake of 90,449 shares — an estimated $57K sold.

Creative Planning first reported a position in IGC in Q2 2013 and held it in 21 quarters. The position peaked at $420K in Q3 2018. 21 funds tracked by Wall St. Rank hold IGC as of Q1 2020.

  • Creative Planning reported no remaining IGC Pharma position as of Q1 2020 after selling out during the quarter.
  • Creative Planning sold 90,449 IGC Pharma shares in Q1 2020, an estimated $57K.
  • Creative Planning first reported a position in IGC Pharma in Q2 2013 and held it in 21 quarters.
  • Creative Planning's IGC Pharma position peaked at $420K in Q3 2018.
  • 21 funds tracked by Wall St. Rank held IGC Pharma as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.