Creative Planning
IPHI

Creative Planning’s INPHI CORPORATION IPHI Stock Holding History

Creative Planning’s Portfolio IPHI Stock Details IPHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-8,016
Closed -$275K – 4128
2017
Q2 		$275K Buy
8,016
+3,991
+99% +$160K ﹤0.01% 1343
2017
Q1 		$197K Buy
4,025
+3,164
+367% +$148K ﹤0.01% 1506
2016
Q4 		$38K Sell
861
-214
-20% -$9.19K ﹤0.01% 2618
2016
Q3 		$47K Buy
1,075
+781
+266% +$30.2K ﹤0.01% 2416
2016
Q2 		$9K Sell
294
-6
-2% -$188 ﹤0.01% 3347
2016
Q1 		$10K Hold
300
– – ﹤0.01% 3252
2015
Q4 		$8K Buy
+300
New +$8.58K ﹤0.01% 3459

Other funds holding IPHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return