Creative Planning
IMI

Creative Planning’s Intermolecular, Inc. IMI Stock Holding History

Creative Planning’s Portfolio IMI Stock Details IMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-30,000
Closed -$41K – 2175
2017
Q4 		$41K Sell
30,000
-3,000
-9% -$3.61K ﹤0.01% 1815
2017
Q3 		$34K Hold
33,000
– – ﹤0.01% 1809
2017
Q2 		$30K Hold
33,000
– – ﹤0.01% 2897
2017
Q1 		$31K Hold
33,000
– – ﹤0.01% 2826
2016
Q4 		$31K Buy
33,000
+3,000
+10% +$2.95K ﹤0.01% 2774
2016
Q3 		$30K Buy
30,000
+7,000
+30% +$8.63K ﹤0.01% 2755
2016
Q2 		$34K Buy
23,000
+8,000
+53% +$16.1K ﹤0.01% 2415
2016
Q1 		$38K Buy
15,000
+7,900
+111% +$17.8K ﹤0.01% 2294
2015
Q4 		$16K Buy
7,100
+2,100
+42% +$4.39K ﹤0.01% 3011
2015
Q3 		$9K Buy
+5,000
New +$10.5K ﹤0.01% 3296

Other funds holding IMI

RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
SPM
Symmetry Peak Management Radnor, Pennsylvania $9.67M AUM 146.87% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EM
Emancipation Management New York $21.9M AUM 18.33% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
HK
Horizon Kinetics New York $2.96B AUM 5.37% 1-Year Est. Return