Creative Planning
IO

Creative Planning’s ION Geophysical Corporation IO Stock Holding History

Creative Planning’s Portfolio IO Stock Details IO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,045
Closed -$9K – 4576
2017
Q2 		$9K Buy
2,045
+400
+24% +$1.75K ﹤0.01% 3722
2017
Q1 		$8K Hold
1,645
– – ﹤0.01% 3766
2016
Q4 		$10K Buy
1,645
+33
+2% +$226 ﹤0.01% 3585
2016
Q3 		$11K Buy
1,612
+500
+45% +$2.89K ﹤0.01% 3487
2016
Q2 		$7K Sell
1,112
-200
-15% -$1.5K ﹤0.01% 3500
2016
Q1 		$11K Buy
1,312
+999
+319% +$5.82K ﹤0.01% 3203
2015
Q4 		$2K Buy
313
+100
+47% +$712 ﹤0.01% 4140
2015
Q3 		$1K Buy
+213
New +$2.25K ﹤0.01% 4240
2015
Q2 		– Sell
-313
Closed -$8.39K – 3934
2015
Q1 		$10K Hold
313
– – ﹤0.01% 3229
2014
Q4 		$13K Buy
313
+6
+2% +$236 ﹤0.01% 2989
2014
Q3 		$13K Sell
307
-260
-46% -$13.9K ﹤0.01% 2819
2014
Q2 		$36K Buy
567
+260
+85% +$16.4K ﹤0.01% 2118
2014
Q1 		$19K Buy
307
+20
+7% +$1.09K ﹤0.01% 2422
2013
Q4 		$14K Buy
287
+14
+5% +$849 ﹤0.01% 2405
2013
Q3 		$21K Buy
273
+26
+11% +$2.14K ﹤0.01% 2085
2013
Q2 		$22K Buy
+247
New +$23K ﹤0.01% 1888

Other funds holding IO

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's IO Position: Q3 2017 in Review

Creative Planning sold out of ION Geophysical Corporation (IO) in Q3 2017, closing a stake of 2,045 shares — an estimated $9K sold.

Creative Planning first reported a position in IO in Q2 2013 and held it in 16 quarters. The position peaked at $36K in Q2 2014. 42 funds tracked by Wall St. Rank hold IO as of Q3 2017.

  • Creative Planning reported no remaining ION Geophysical Corporation position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,045 ION Geophysical Corporation shares in Q3 2017, an estimated $9K.
  • Creative Planning first reported a position in ION Geophysical Corporation in Q2 2013 and held it in 16 quarters.
  • Creative Planning's ION Geophysical Corporation position peaked at $36K in Q2 2014.
  • 42 funds tracked by Wall St. Rank held ION Geophysical Corporation as of Q3 2017.

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