Creative Planning
ITP icon

Creative Planning’s IT Tech Packaging ITP Stock Holding History

Creative Planning’s Portfolio ITP Stock Details ITP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-26,200
Closed -$259K – 4715
2017
Q1 		$259K Buy
+26,200
New +$289K ﹤0.01% 1348
2016
Q1 		– Sell
-100
Closed -$1K – 4425
2015
Q4 		$1K Hold
100
– – ﹤0.01% 4211
2015
Q3 		$2K Buy
+100
New +$1.66K ﹤0.01% 3943
2015
Q2 		– Sell
-37
Closed -$1K – 2042
2015
Q1 		$1K Hold
37
– – ﹤0.01% 4028
2014
Q4 		$0 Hold
37
– – ﹤0.01% 4251
2014
Q3 		$1K Hold
37
– – ﹤0.01% 3831
2014
Q2 		$1K Hold
37
– – ﹤0.01% 3637
2014
Q1 		$1K Sell
37
-363
-91% -$9.18K ﹤0.01% 3501
2013
Q4 		$11K Buy
+400
New +$9.23K ﹤0.01% 2518

Other funds holding ITP

BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's ITP Position: Q2 2017 in Review

Creative Planning sold out of IT Tech Packaging (ITP) in Q2 2017, closing a stake of 26,200 shares — an estimated $259K sold.

Creative Planning first reported a position in ITP in Q4 2013 and held it in 9 quarters. The position peaked at $259K in Q1 2017. 6 funds tracked by Wall St. Rank hold ITP as of Q2 2017.

  • Creative Planning reported no remaining IT Tech Packaging position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 26,200 IT Tech Packaging shares in Q2 2017, an estimated $259K.
  • Creative Planning first reported a position in IT Tech Packaging in Q4 2013 and held it in 9 quarters.
  • Creative Planning's IT Tech Packaging position peaked at $259K in Q1 2017.
  • 6 funds tracked by Wall St. Rank held IT Tech Packaging as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.