Creative Planning’s Ipass Inc Common Stock IPAS Stock Holding History

Creative Planning’s Portfolio IPAS Stock Details IPAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-3,000	Closed	-$10K	–	2238
2018 Q2	$10K	Hold	3,000	–	–	﹤0.01%	1954
2018 Q1	$11K	Hold	3,000	–	–	﹤0.01%	1927
2017 Q4	$16K	Buy	+3,000	New	+$18.3K	﹤0.01%	1866
2014 Q4	–	Sell	-100	Closed	-$2K	–	4626
2014 Q3	$2K	Buy	+100	New	+$1.39K	﹤0.01%	3780

Other funds holding IPAS

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCAP

Pratt Collard Advisory Partners Buffalo, New York $150M AUM 51.02% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return

BWA

BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Creative Planning's IPAS Position: Q3 2018 in Review

Creative Planning sold out of Ipass Inc Common Stock (IPAS) in Q3 2018, closing a stake of 3,000 shares — an estimated $10K sold.

Creative Planning first reported a position in IPAS in Q3 2014 and held it in 4 quarters. The position peaked at $16K in Q4 2017. 16 funds tracked by Wall St. Rank hold IPAS as of Q3 2018.

Creative Planning reported no remaining Ipass Inc Common Stock position as of Q3 2018 after selling out during the quarter.
Creative Planning sold 3,000 Ipass Inc Common Stock shares in Q3 2018, an estimated $10K.
Creative Planning first reported a position in Ipass Inc Common Stock in Q3 2014 and held it in 4 quarters.
Creative Planning's Ipass Inc Common Stock position peaked at $16K in Q4 2017.
16 funds tracked by Wall St. Rank held Ipass Inc Common Stock as of Q3 2018.

Based on Creative Planning's 13F filing for Q3 2018, filed 25 Oct 2018.