Creative Planning
IPCC

Creative Planning’s Infinity Property & Casualty C IPCC Stock Holding History

Creative Planning’s Portfolio IPCC Stock Details IPCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-6
Closed – – 4839
2016
Q2 		$0 Hold
6
– – ﹤0.01% 4632
2016
Q1 		$0 Sell
6
-4
-40% -$313 ﹤0.01% 4682
2015
Q4 		$1K Buy
+10
New +$820 ﹤0.01% 4319

Other funds holding IPCC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's IPCC Position: Q3 2016 in Review

Creative Planning sold out of Infinity Property & Casualty C (IPCC) in Q3 2016, closing a stake of 6 shares.

Creative Planning first reported a position in IPCC in Q4 2015 and held it in 3 quarters. The position peaked at $1K in Q4 2015. 127 funds tracked by Wall St. Rank hold IPCC as of Q3 2016.

  • Creative Planning reported no remaining Infinity Property & Casualty C position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 6 Infinity Property & Casualty C shares in Q3 2016.
  • Creative Planning first reported a position in Infinity Property & Casualty C in Q4 2015 and held it in 3 quarters.
  • Creative Planning's Infinity Property & Casualty C position peaked at $1K in Q4 2015.
  • 127 funds tracked by Wall St. Rank held Infinity Property & Casualty C as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.