Creative Planning
IXYS

Creative Planning’s IXYS Corp IXYS Stock Holding History

Creative Planning’s Portfolio IXYS Stock Details IXYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-200
Closed -$3K – 4696
2015
Q4 		$3K Hold
200
– – ﹤0.01% 3965
2015
Q3 		$2K Buy
+200
New +$2.42K ﹤0.01% 4022
2015
Q2 		– Sell
-200
Closed -$2K – 3684
2015
Q1 		$2K Hold
200
– – ﹤0.01% 3960
2014
Q4 		$3K Buy
+200
New +$2.25K ﹤0.01% 3757

Other funds holding IXYS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Creative Planning's IXYS Position: Q1 2016 in Review

Creative Planning sold out of IXYS Corp (IXYS) in Q1 2016, closing a stake of 200 shares — an estimated $3K sold.

Creative Planning first reported a position in IXYS in Q4 2014 and held it in 4 quarters. The position peaked at $3K in Q4 2015. 115 funds tracked by Wall St. Rank hold IXYS as of Q1 2016.

  • Creative Planning reported no remaining IXYS Corp position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 200 IXYS Corp shares in Q1 2016, an estimated $3K.
  • Creative Planning first reported a position in IXYS Corp in Q4 2014 and held it in 4 quarters.
  • Creative Planning's IXYS Corp position peaked at $3K in Q4 2015.
  • 115 funds tracked by Wall St. Rank held IXYS Corp as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.