Creative Planning
INSY

Creative Planning’s Insys Therapeutics, Inc. INSY Stock Holding History

Creative Planning’s Portfolio INSY Stock Details INSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15,205
Closed -$153K – 2188
2018
Q3 		$153K Buy
+15,205
New +$121K ﹤0.01% 1719
2017
Q3 		– Sell
-4,995
Closed -$63K – 4301
2017
Q2 		$63K Buy
4,995
+576
+13% +$6.82K ﹤0.01% 2337
2017
Q1 		$46K Buy
4,419
+200
+5% +$2.13K ﹤0.01% 2542
2016
Q4 		$39K Buy
4,219
+2,911
+223% +$32.9K ﹤0.01% 2596
2016
Q3 		$15K Sell
1,308
-200
-13% -$3.04K ﹤0.01% 3262
2016
Q2 		$20K Sell
1,508
-400
-21% -$5.83K ﹤0.01% 2821
2016
Q1 		$31K Buy
1,908
+776
+69% +$14.7K ﹤0.01% 2440
2015
Q4 		$32K Sell
1,132
-176
-13% -$4.88K ﹤0.01% 2491
2015
Q3 		$37K Buy
+1,308
New +$48.1K ﹤0.01% 2283
2015
Q2 		– Sell
-1,308
Closed -$38K – 3539
2015
Q1 		$38K Buy
1,308
+504
+63% +$13.3K ﹤0.01% 2223
2014
Q4 		$17K Sell
804
-600
-43% -$11.9K ﹤0.01% 2790
2014
Q3 		$27K Buy
1,404
+1,300
+1,250% +$20.4K ﹤0.01% 2340
2014
Q2 		$2K Hold
104
– – ﹤0.01% 3567
2014
Q1 		$2K Sell
104
-97
-48% -$1.92K ﹤0.01% 3414
2013
Q4 		$3K Hold
201
– – ﹤0.01% 3038
2013
Q3 		$2K Buy
201
+192
+2,133% +$1.58K ﹤0.01% 3024
2013
Q2 		$0 Buy
+9
New +$33 ﹤0.01% 3145

Other funds holding INSY

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
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Creative Planning's INSY Position: Q4 2018 in Review

Creative Planning sold out of Insys Therapeutics, Inc. (INSY) in Q4 2018, closing a stake of 15,205 shares — an estimated $153K sold.

Creative Planning first reported a position in INSY in Q2 2013 and held it in 17 quarters. The position peaked at $153K in Q3 2018. 113 funds tracked by Wall St. Rank hold INSY as of Q4 2018.

  • Creative Planning reported no remaining Insys Therapeutics, Inc. position as of Q4 2018 after selling out during the quarter.
  • Creative Planning sold 15,205 Insys Therapeutics, Inc. shares in Q4 2018, an estimated $153K.
  • Creative Planning first reported a position in Insys Therapeutics, Inc. in Q2 2013 and held it in 17 quarters.
  • Creative Planning's Insys Therapeutics, Inc. position peaked at $153K in Q3 2018.
  • 113 funds tracked by Wall St. Rank held Insys Therapeutics, Inc. as of Q4 2018.

Based on Creative Planning's 13F filing for Q4 2018, filed 1 Feb 2019.