Creative Planning’s IMS HEALTH HLDGS INC COM STK (DE) IMS Stock Holding History

Creative Planning’s Portfolio IMS Stock Details IMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,604	Closed	-$50K	–	5156
2016 Q3	$50K	Buy	1,604 +104	+7%	+$3.04K	﹤0.01%	2373
2016 Q2	$38K	Hold	1,500	–	–	﹤0.01%	2347
2016 Q1	$40K	Hold	1,500	–	–	﹤0.01%	2263
2015 Q4	$38K	Sell	1,500 -1,200	-44%	-$33.5K	﹤0.01%	2353
2015 Q3	$79K	Buy	+2,700	New	+$82.9K	﹤0.01%	1734
2015 Q2	–	Sell	-2,700	Closed	-$73K	–	4325
2015 Q1	$73K	Hold	2,700	–	–	﹤0.01%	1757
2014 Q4	$69K	Hold	2,700	–	–	﹤0.01%	1789
2014 Q3	$71K	Buy	2,700 +100	+4%	+$2.69K	﹤0.01%	1694
2014 Q2	$67K	Buy	+2,600	New	+$62.5K	﹤0.01%	1686

Creative Planning's IMS Position: Q4 2016 in Review

Creative Planning sold out of IMS HEALTH HLDGS INC COM STK (DE) (IMS) in Q4 2016, closing a stake of 1,604 shares — an estimated $50K sold.

Creative Planning first reported a position in IMS in Q2 2014 and held it in 9 quarters. The position peaked at $79K in Q3 2015. 0 funds tracked by Wall St. Rank hold IMS as of Q4 2016.

Creative Planning reported no remaining IMS HEALTH HLDGS INC COM STK (DE) position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 1,604 IMS HEALTH HLDGS INC COM STK (DE) shares in Q4 2016, an estimated $50K.
Creative Planning first reported a position in IMS HEALTH HLDGS INC COM STK (DE) in Q2 2014 and held it in 9 quarters.
Creative Planning's IMS HEALTH HLDGS INC COM STK (DE) position peaked at $79K in Q3 2015.
0 funds tracked by Wall St. Rank held IMS HEALTH HLDGS INC COM STK (DE) as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.