Creative Planning
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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 $1.23B AUM 81.32% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return