Creative Planning’s Impax Laboratories, Inc. IPXL Stock Holding History

Creative Planning’s Portfolio IPXL Stock Details IPXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-3,054	Closed	-$49K	–	4444
2017 Q2	$49K	Buy	3,054 +2,500	+451%	+$36.9K	﹤0.01%	2531
2017 Q1	$7K	Buy	554 +500	+926%	+$6.04K	﹤0.01%	3834
2016 Q4	$1K	Hold	54	–	–	﹤0.01%	4564
2016 Q3	$1K	Sell	54 -60	-53%	-$1.61K	﹤0.01%	4515
2016 Q2	$3K	Buy	114 +60	+111%	+$1.96K	﹤0.01%	3951
2016 Q1	$2K	Hold	54	–	–	﹤0.01%	4037
2015 Q4	$2K	Hold	54	–	–	﹤0.01%	4114
2015 Q3	$2K	Buy	+54	New	+$2.43K	﹤0.01%	4020
2015 Q2	–	Sell	-54	Closed	-$3K	–	3655
2015 Q1	$3K	Hold	54	–	–	﹤0.01%	3811
2014 Q4	$2K	Hold	54	–	–	﹤0.01%	3897
2014 Q3	$1K	Hold	54	–	–	﹤0.01%	3917
2014 Q2	$2K	Sell	54 -143	-73%	-$3.86K	﹤0.01%	3576
2014 Q1	$5K	Buy	197 +143	+265%	+$3.57K	﹤0.01%	3126
2013 Q4	$1K	Hold	54	–	–	﹤0.01%	3258
2013 Q3	$1K	Sell	54 -200	-79%	-$4.13K	﹤0.01%	3153
2013 Q2	$5K	Buy	+254	New	+$4.51K	﹤0.01%	2576

Other funds holding IPXL

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

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

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Creative Planning's IPXL Position: Q3 2017 in Review

Creative Planning sold out of Impax Laboratories, Inc. (IPXL) in Q3 2017, closing a stake of 3,054 shares — an estimated $49K sold.

Creative Planning first reported a position in IPXL in Q2 2013 and held it in 16 quarters. The position peaked at $49K in Q2 2017. 189 funds tracked by Wall St. Rank hold IPXL as of Q3 2017.

Creative Planning reported no remaining Impax Laboratories, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 3,054 Impax Laboratories, Inc. shares in Q3 2017, an estimated $49K.
Creative Planning first reported a position in Impax Laboratories, Inc. in Q2 2013 and held it in 16 quarters.
Creative Planning's Impax Laboratories, Inc. position peaked at $49K in Q2 2017.
189 funds tracked by Wall St. Rank held Impax Laboratories, Inc. as of Q3 2017.

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