Creative Planning
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Creative Planning’s INVE Technologies, Inc. Common Stock INVE Stock Holding History

Creative Planning’s Portfolio INVE Stock Details INVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,695
Closed -$14K – 2773
2017
Q2 		$14K Sell
2,695
-2,400
-47% -$13.7K ﹤0.01% 3411
2017
Q1 		$36K Buy
+5,095
New +$25.1K ﹤0.01% 2705
2016
Q2 		– Sell
-76
Closed – – 4429
2016
Q1 		$0 Buy
+76
New +$151 ﹤0.01% 4422

Other funds holding INVE

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Soros Fund Management
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Jefferies Group
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $302M AUM 117.41% 1-Year Est. Return

Creative Planning's INVE Position: Q3 2017 in Review

Creative Planning sold out of INVE Technologies, Inc. Common Stock (INVE) in Q3 2017, closing a stake of 2,695 shares — an estimated $14K sold.

Creative Planning first reported a position in INVE in Q1 2016 and held it in 3 quarters. The position peaked at $36K in Q1 2017. 32 funds tracked by Wall St. Rank hold INVE as of Q3 2017.

  • Creative Planning reported no remaining INVE Technologies, Inc. Common Stock position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,695 INVE Technologies, Inc. Common Stock shares in Q3 2017, an estimated $14K.
  • Creative Planning first reported a position in INVE Technologies, Inc. Common Stock in Q1 2016 and held it in 3 quarters.
  • Creative Planning's INVE Technologies, Inc. Common Stock position peaked at $36K in Q1 2017.
  • 32 funds tracked by Wall St. Rank held INVE Technologies, Inc. Common Stock as of Q3 2017.

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