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 $1.72B AUM 106.92% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $38.4B AUM 25.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
New York State Common Retirement Fund
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.