Creative Planning’s Invacare Corporation IVC Stock Holding History

Creative Planning’s Portfolio IVC Stock Details IVC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-322	Closed	-$4K	–	3978
2017 Q2	$4K	Hold	322	–	–	﹤0.01%	4128
2017 Q1	$4K	Hold	322	–	–	﹤0.01%	4093
2016 Q4	$4K	Hold	322	–	–	﹤0.01%	4085
2016 Q3	$4K	Hold	322	–	–	﹤0.01%	4019
2016 Q2	$4K	Buy	322 +310	+2,583%	+$3.65K	﹤0.01%	3798
2016 Q1	$0	Hold	12	–	–	﹤0.01%	4601
2015 Q4	$0	Hold	12	–	–	﹤0.01%	4641
2015 Q3	$0	Buy	+12	New	+$210	﹤0.01%	4381
2015 Q2	–	Sell	-12	Closed	–	–	3271
2015 Q1	$0	Sell	12 -25	-68%	-$433	﹤0.01%	4462
2014 Q4	$1K	Sell	37 -26	-41%	-$395	﹤0.01%	4031
2014 Q3	$1K	Sell	63 -25	-28%	-$381	﹤0.01%	3891
2014 Q2	$2K	Buy	88 +25	+40%	+$424	﹤0.01%	3552
2014 Q1	$1K	Sell	63 -574	-90%	-$11.8K	﹤0.01%	3542
2013 Q4	$15K	Buy	637 +600	+1,622%	+$12.4K	﹤0.01%	2367
2013 Q3	$1K	Hold	37	–	–	﹤0.01%	3133
2013 Q2	$1K	Buy	+37	New	+$513	﹤0.01%	2989

Other funds holding IVC

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

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

DCM

Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Creative Planning's IVC Position: Q3 2017 in Review

Creative Planning sold out of Invacare Corporation (IVC) in Q3 2017, closing a stake of 322 shares — an estimated $4K sold.

Creative Planning first reported a position in IVC in Q2 2013 and held it in 16 quarters. The position peaked at $15K in Q4 2013. 131 funds tracked by Wall St. Rank hold IVC as of Q3 2017.

Creative Planning reported no remaining Invacare Corporation position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 322 Invacare Corporation shares in Q3 2017, an estimated $4K.
Creative Planning first reported a position in Invacare Corporation in Q2 2013 and held it in 16 quarters.
Creative Planning's Invacare Corporation position peaked at $15K in Q4 2013.
131 funds tracked by Wall St. Rank held Invacare Corporation as of Q3 2017.

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