Creative Planning
IMMP

Creative Planning’s Immutep IMMP Stock Holding History

Creative Planning’s Portfolio IMMP Stock Details IMMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-11,600
Closed -$43K – 2017
2018
Q3 		$43K Buy
+11,600
New +$31.9K ﹤0.01% 1897
2017
Q2 		– Sell
-10
Closed – – 4711
2017
Q1 		$0 Buy
+10
New +$25 ﹤0.01% 4773
2016
Q2 		– Sell
-17,790
Closed -$57K – 4427
2016
Q1 		$57K Sell
17,790
-210
-1% -$654 ﹤0.01% 2003
2015
Q4 		$68K Hold
18,000
– – ﹤0.01% 1870
2015
Q3 		$76K Buy
18,000
+3,000
+20% +$12.5K ﹤0.01% 1751
2015
Q2 		$73K Buy
+15,000
New +$68.1K ﹤0.01% 1004

Other funds holding IMMP

PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's IMMP Position: Q4 2018 in Review

Creative Planning sold out of Immutep (IMMP) in Q4 2018, closing a stake of 11,600 shares — an estimated $43K sold.

Creative Planning first reported a position in IMMP in Q2 2015 and held it in 6 quarters. The position peaked at $76K in Q3 2015. 11 funds tracked by Wall St. Rank hold IMMP as of Q4 2018.

  • Creative Planning reported no remaining Immutep position as of Q4 2018 after selling out during the quarter.
  • Creative Planning sold 11,600 Immutep shares in Q4 2018, an estimated $43K.
  • Creative Planning first reported a position in Immutep in Q2 2015 and held it in 6 quarters.
  • Creative Planning's Immutep position peaked at $76K in Q3 2015.
  • 11 funds tracked by Wall St. Rank held Immutep as of Q4 2018.

Based on Creative Planning's 13F filing for Q4 2018, filed 1 Feb 2019.