Creative Planning
IMVP

Creative Planning’s Invesco India ETF IMVP Stock Holding History

Creative Planning’s Portfolio IMVP Stock Details IMVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-80
Closed -$2K – 3204
2017
Q2 		$2K Buy
80
+16
+25% +$369 ﹤0.01% 4324
2017
Q1 		$1K Sell
64
-1,090
-94% -$23.1K ﹤0.01% 4487
2016
Q4 		$22K Buy
1,154
+554
+92% +$11K ﹤0.01% 3016
2016
Q3 		$12K Sell
600
-584
-49% -$12K ﹤0.01% 3400
2016
Q2 		$23K Buy
1,184
+584
+97% +$11.5K ﹤0.01% 2697
2016
Q1 		$12K Sell
600
-127
-17% -$2.31K ﹤0.01% 3115
2015
Q4 		$14K Sell
727
-100
-12% -$1.96K ﹤0.01% 3077
2015
Q3 		$16K Buy
+827
New +$17.1K ﹤0.01% 2905
2015
Q2 		– Sell
-1,359
Closed -$31K – 2478
2015
Q1 		$31K Buy
1,359
+759
+127% +$17.1K ﹤0.01% 2377
2014
Q4 		$13K Sell
600
-3,400
-85% -$74K ﹤0.01% 2959
2014
Q3 		$87K Hold
4,000
– – ﹤0.01% 1571
2014
Q2 		$86K Hold
4,000
– – ﹤0.01% 1535
2014
Q1 		$75K Sell
4,000
-800
-17% -$13.8K ﹤0.01% 1565
2013
Q4 		$85K Buy
+4,800
New +$81.7K ﹤0.01% 1294

Other funds holding IMVP

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
HIM
Hermes Investment Management London Uk, United Kingdom $7.52B AUM 20.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning's IMVP Position: Q3 2017 in Review

Creative Planning sold out of Invesco India ETF (IMVP) in Q3 2017, closing a stake of 80 shares — an estimated $2K sold.

Creative Planning first reported a position in IMVP in Q4 2013 and held it in 14 quarters. The position peaked at $87K in Q3 2014. 58 funds tracked by Wall St. Rank hold IMVP as of Q3 2017.

  • Creative Planning reported no remaining Invesco India ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 80 Invesco India ETF shares in Q3 2017, an estimated $2K.
  • Creative Planning first reported a position in Invesco India ETF in Q4 2013 and held it in 14 quarters.
  • Creative Planning's Invesco India ETF position peaked at $87K in Q3 2014.
  • 58 funds tracked by Wall St. Rank held Invesco India ETF as of Q3 2017.

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