Creative Planning’s Inogen INGN Stock Holding History

Creative Planning’s Portfolio INGN Stock Details INGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-500	Closed	-$48K	–	2767
2017 Q2	$48K	Buy	+500	New	+$42.7K	﹤0.01%	2538
2016 Q4	–	Sell	-303	Closed	-$18K	–	4719
2016 Q3	$18K	Buy	+303	New	+$16.9K	﹤0.01%	3123
2016 Q2	–	Sell	-9	Closed	–	–	4428
2016 Q1	$0	Sell	9 -91	-91%	-$3.24K	﹤0.01%	4420
2015 Q4	$4K	Hold	100	–	–	﹤0.01%	3785
2015 Q3	$5K	Buy	+100	New	+$4.75K	﹤0.01%	3608
2015 Q2	–	Sell	-133	Closed	-$4K	–	2011
2015 Q1	$4K	Buy	+133	New	+$4.29K	﹤0.01%	3633

Other funds holding INGN

NHAS

Novo Holdings A/S Hellerup, Denmark $1.72B AUM 106.92% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Creative Planning's INGN Position: Q3 2017 in Review

Creative Planning sold out of Inogen (INGN) in Q3 2017, closing a stake of 500 shares — an estimated $48K sold.

Creative Planning first reported a position in INGN in Q1 2015 and held it in 6 quarters. The position peaked at $48K in Q2 2017. 208 funds tracked by Wall St. Rank hold INGN as of Q3 2017.

Creative Planning reported no remaining Inogen position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 500 Inogen shares in Q3 2017, an estimated $48K.
Creative Planning first reported a position in Inogen in Q1 2015 and held it in 6 quarters.
Creative Planning's Inogen position peaked at $48K in Q2 2017.
208 funds tracked by Wall St. Rank held Inogen as of Q3 2017.

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