Creative Planning
ININ

Creative Planning’s Interactive Intelligence Group, inc. ININ Stock Holding History

Creative Planning’s Portfolio ININ Stock Details ININ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-194
Closed -$12K – 3586
2013
Q3 		$12K Buy
+194
New +$11.4K ﹤0.01% 2380

Other funds holding ININ

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Creative Planning's ININ Position: Q4 2013 in Review

Creative Planning sold out of Interactive Intelligence Group, inc. (ININ) in Q4 2013, closing a stake of 194 shares — an estimated $12K sold.

Creative Planning first reported a position in ININ in Q3 2013 and held it in 1 quarter. The position peaked at $12K in Q3 2013. 126 funds tracked by Wall St. Rank hold ININ as of Q4 2013.

  • Creative Planning reported no remaining Interactive Intelligence Group, inc. position as of Q4 2013 after selling out during the quarter.
  • Creative Planning sold 194 Interactive Intelligence Group, inc. shares in Q4 2013, an estimated $12K.
  • Creative Planning first reported a position in Interactive Intelligence Group, inc. in Q3 2013 and held it in 1 quarter.
  • Creative Planning's Interactive Intelligence Group, inc. position peaked at $12K in Q3 2013.
  • 126 funds tracked by Wall St. Rank held Interactive Intelligence Group, inc. as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.