Creative Planning
INWK

Creative Planning’s InnerWorkings, Inc. INWK Stock Holding History

Creative Planning’s Portfolio INWK Stock Details INWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-25
Closed – – 4180
2017
Q2 		$0 Hold
25
– – ﹤0.01% 4937
2017
Q1 		$0 Hold
25
– – ﹤0.01% 5018
2016
Q4 		$0 Buy
+25
New +$231 ﹤0.01% 4950
2015
Q4 		– Sell
-4,400
Closed -$28K – 4670
2015
Q3 		$28K Buy
+4,400
New +$31K ﹤0.01% 2478

Other funds holding INWK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
HM
HCSF Management San Francisco, California $60.3M AUM 9.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.57B AUM 19.49% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

Creative Planning's INWK Position: Q3 2017 in Review

Creative Planning sold out of InnerWorkings, Inc. (INWK) in Q3 2017, closing a stake of 25 shares.

Creative Planning first reported a position in INWK in Q3 2015 and held it in 4 quarters. The position peaked at $28K in Q3 2015. 128 funds tracked by Wall St. Rank hold INWK as of Q3 2017.

  • Creative Planning reported no remaining InnerWorkings, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 25 InnerWorkings, Inc. shares in Q3 2017.
  • Creative Planning first reported a position in InnerWorkings, Inc. in Q3 2015 and held it in 4 quarters.
  • Creative Planning's InnerWorkings, Inc. position peaked at $28K in Q3 2015.
  • 128 funds tracked by Wall St. Rank held InnerWorkings, Inc. as of Q3 2017.

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