Creative Planning
AEMD icon

Creative Planning’s Aethlon Medical AEMD Stock Holding History

Creative Planning’s Portfolio AEMD Stock Details AEMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-4
Closed -$46K – 2020
2019
Q1 		$46K Hold
4
– – ﹤0.01% 1783
2018
Q4 		$81K Hold
4
– – ﹤0.01% 1657
2018
Q3 		$57K Hold
4
– – ﹤0.01% 1864
2018
Q2 		$62K Hold
4
– – ﹤0.01% 1831
2018
Q1 		$58K Hold
4
– – ﹤0.01% 1809
2017
Q4 		$55K Buy
4
+2
+100% +$24.4K ﹤0.01% 1792
2017
Q3 		$35K Hold
2
– – ﹤0.01% 1806
2017
Q2 		$41K Buy
2
+1
+100% +$25.9K ﹤0.01% 2655
2017
Q1 		$49K Hold
1
– – ﹤0.01% 2487
2016
Q4 		$36K Buy
+1
New +$56K ﹤0.01% 2646
2016
Q3 		– Hold
0
– – – 2821
2016
Q2 		– Hold
0
– – – 2630
2016
Q1 		– Hold
0
– – – 2593
2015
Q4 		– Hold
0
– – – 2465
2015
Q3 		– Hold
0
– – – 2484

Other funds holding AEMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $449M AUM 19.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Creative Planning's AEMD Position: Q2 2019 in Review

Creative Planning sold out of Aethlon Medical (AEMD) in Q2 2019, closing a stake of 4 shares — an estimated $46K sold.

Creative Planning first reported a position in AEMD in Q4 2016 and held it in 10 quarters. The position peaked at $81K in Q4 2018. 14 funds tracked by Wall St. Rank hold AEMD as of Q2 2019.

  • Creative Planning reported no remaining Aethlon Medical position as of Q2 2019 after selling out during the quarter.
  • Creative Planning sold 4 Aethlon Medical shares in Q2 2019, an estimated $46K.
  • Creative Planning first reported a position in Aethlon Medical in Q4 2016 and held it in 10 quarters.
  • Creative Planning's Aethlon Medical position peaked at $81K in Q4 2018.
  • 14 funds tracked by Wall St. Rank held Aethlon Medical as of Q2 2019.

Based on Creative Planning's 13F filing for Q2 2019, filed 26 Jul 2019.