Creative Planning
AFMD

Creative Planning’s Affimed AFMD Stock Holding History

Creative Planning’s Portfolio AFMD Stock Details AFMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-10,690
Closed -$198K – 2045
2018
Q1 		$198K Buy
10,690
+690
+7% +$13K ﹤0.01% 1617
2017
Q4 		$130K Buy
10,000
+500
+5% +$9.49K ﹤0.01% 1691
2017
Q3 		$214K Buy
9,500
+2,500
+36% +$54.2K ﹤0.01% 1562
2017
Q2 		$144K Buy
7,000
+500
+8% +$11.1K ﹤0.01% 1717
2017
Q1 		$150K Buy
6,500
+1,500
+30% +$33K ﹤0.01% 1679
2016
Q4 		$90K Buy
5,000
+3,550
+245% +$76.6K ﹤0.01% 1937
2016
Q3 		$40K Hold
1,450
– – ﹤0.01% 2529
2016
Q2 		$36K Sell
1,450
-1,118
-44% -$40.9K ﹤0.01% 2361
2016
Q1 		$96K Buy
2,568
+618
+32% +$23.3K ﹤0.01% 1660
2015
Q4 		$139K Buy
1,950
+300
+18% +$20.4K ﹤0.01% 1432
2015
Q3 		$102K Buy
+1,650
New +$204K ﹤0.01% 1583

Other funds holding AFMD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
NLVP
New Leaf Venture Partners New York $43M AUM 25.55% 1-Year Est. Return
TCM
Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return
TI
Telemetry Investments New York $63.3M AUM 0.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
EP
Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return

Creative Planning's AFMD Position: Q2 2018 in Review

Creative Planning sold out of Affimed (AFMD) in Q2 2018, closing a stake of 10,690 shares — an estimated $198K sold.

Creative Planning first reported a position in AFMD in Q3 2015 and held it in 11 quarters. The position peaked at $214K in Q3 2017. 39 funds tracked by Wall St. Rank hold AFMD as of Q2 2018.

  • Creative Planning reported no remaining Affimed position as of Q2 2018 after selling out during the quarter.
  • Creative Planning sold 10,690 Affimed shares in Q2 2018, an estimated $198K.
  • Creative Planning first reported a position in Affimed in Q3 2015 and held it in 11 quarters.
  • Creative Planning's Affimed position peaked at $214K in Q3 2017.
  • 39 funds tracked by Wall St. Rank held Affimed as of Q2 2018.

Based on Creative Planning's 13F filing for Q2 2018, filed 20 Jul 2018.