Creative Planning
AEGR

Creative Planning’s Aegerion Pharmaceuticals AEGR Stock Holding History

Creative Planning’s Portfolio AEGR Stock Details AEGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-100
Closed -$9K – 3587
2013
Q3 		$9K Buy
+100
New +$8.48K ﹤0.01% 2525

Other funds holding AEGR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
HM
HealthCor Management New York $109M AUM 10.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's AEGR Position: Q4 2013 in Review

Creative Planning sold out of Aegerion Pharmaceuticals (AEGR) in Q4 2013, closing a stake of 100 shares — an estimated $9K sold.

Creative Planning first reported a position in AEGR in Q3 2013 and held it in 1 quarter. The position peaked at $9K in Q3 2013. 150 funds tracked by Wall St. Rank hold AEGR as of Q4 2013.

  • Creative Planning reported no remaining Aegerion Pharmaceuticals position as of Q4 2013 after selling out during the quarter.
  • Creative Planning sold 100 Aegerion Pharmaceuticals shares in Q4 2013, an estimated $9K.
  • Creative Planning first reported a position in Aegerion Pharmaceuticals in Q3 2013 and held it in 1 quarter.
  • Creative Planning's Aegerion Pharmaceuticals position peaked at $9K in Q3 2013.
  • 150 funds tracked by Wall St. Rank held Aegerion Pharmaceuticals as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.