Creative Planning’s Albireo Pharma Inc ALBO Stock Holding History

Creative Planning’s Portfolio ALBO Stock Details ALBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-5	Closed	–	–	3972
2017 Q2	$0	Hold	5	–	–	﹤0.01%	4905
2017 Q1	$0	Hold	5	–	–	﹤0.01%	4978
2016 Q4	$0	Hold	5	–	–	﹤0.01%	4913
2016 Q3	$0	Hold	5	–	–	﹤0.01%	4789
2016 Q2	$0	Hold	5	–	–	﹤0.01%	4573
2016 Q1	$0	Hold	5	–	–	﹤0.01%	4599
2015 Q4	$0	Hold	5	–	–	﹤0.01%	4639
2015 Q3	$0	Buy	+5	New	+$126	﹤0.01%	4380
2015 Q2	–	Sell	-22	Closed	-$1K	–	3261
2015 Q1	$1K	Hold	22	–	–	﹤0.01%	4098
2014 Q4	$1K	Hold	22	–	–	﹤0.01%	4030
2014 Q3	$1K	Hold	22	–	–	﹤0.01%	3890
2014 Q2	$1K	Hold	22	–	–	﹤0.01%	3684
2014 Q1	$2K	Sell	22 -33	-60%	-$3K	﹤0.01%	3401
2013 Q4	$4K	Buy	55 +17	+45%	+$1.25K	﹤0.01%	2941
2013 Q3	$4K	Buy	38 +31	+443%	+$4.04K	﹤0.01%	2824
2013 Q2	$1K	Buy	+7	New	+$728	﹤0.01%	2987

Other funds holding ALBO

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

SAM

Sectoral Asset Management Montreal, Quebec, Canada $121M AUM 73.47% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SFM

Sphera Funds Management Tel Aviv, Israel $630M AUM 108.65% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Creative Planning's ALBO Position: Q3 2017 in Review

Creative Planning sold out of Albireo Pharma Inc (ALBO) in Q3 2017, closing a stake of 5 shares.

Creative Planning first reported a position in ALBO in Q2 2013 and held it in 16 quarters. The position peaked at $4K in Q4 2013. 22 funds tracked by Wall St. Rank hold ALBO as of Q3 2017.

Creative Planning reported no remaining Albireo Pharma Inc position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 5 Albireo Pharma Inc shares in Q3 2017.
Creative Planning first reported a position in Albireo Pharma Inc in Q2 2013 and held it in 16 quarters.
Creative Planning's Albireo Pharma Inc position peaked at $4K in Q4 2013.
22 funds tracked by Wall St. Rank held Albireo Pharma Inc as of Q3 2017.

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