Creative Planning’s Ideal Power IPWR Stock Holding History

Creative Planning’s Portfolio IPWR Stock Details IPWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-100	Closed	-$3K	–	4781
2016 Q4	$3K	Buy	+100	New	+$4.41K	﹤0.01%	4149

Other funds holding IPWR

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

SST

S Squared Technology New York $322M AUM 92.75% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

TDC

Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return

GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return

Creative Planning's IPWR Position: Q1 2017 in Review

Creative Planning sold out of Ideal Power (IPWR) in Q1 2017, closing a stake of 100 shares — an estimated $3K sold.

Creative Planning first reported a position in IPWR in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 15 funds tracked by Wall St. Rank hold IPWR as of Q1 2017.

Creative Planning reported no remaining Ideal Power position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 100 Ideal Power shares in Q1 2017, an estimated $3K.
Creative Planning first reported a position in Ideal Power in Q4 2016 and held it in 1 quarter.
Creative Planning's Ideal Power position peaked at $3K in Q4 2016.
15 funds tracked by Wall St. Rank held Ideal Power as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.