Creative Planning
INFU icon

Creative Planning’s InfuSystem Holdings INFU Stock Holding History

Creative Planning’s Portfolio INFU Stock Details INFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,000
Closed -$8K – 4718
2016
Q3 		$8K Buy
+3,000
New +$8.5K ﹤0.01% 3647

Other funds holding INFU

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
GI
Greenwood Investments Boston, Massachusetts $34.9M AUM 1.25% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Creative Planning's INFU Position: Q4 2016 in Review

Creative Planning sold out of InfuSystem Holdings (INFU) in Q4 2016, closing a stake of 3,000 shares — an estimated $8K sold.

Creative Planning first reported a position in INFU in Q3 2016 and held it in 1 quarter. The position peaked at $8K in Q3 2016. 38 funds tracked by Wall St. Rank hold INFU as of Q4 2016.

  • Creative Planning reported no remaining InfuSystem Holdings position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 3,000 InfuSystem Holdings shares in Q4 2016, an estimated $8K.
  • Creative Planning first reported a position in InfuSystem Holdings in Q3 2016 and held it in 1 quarter.
  • Creative Planning's InfuSystem Holdings position peaked at $8K in Q3 2016.
  • 38 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q4 2016.

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