Creative Planning
ALDR

Creative Planning’s Alder Biopharmaceuticals ALDR Stock Holding History

Creative Planning’s Portfolio ALDR Stock Details ALDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6,144
Closed -$70K – 4270
2017
Q2 		$70K Buy
6,144
+3,096
+102% +$57.2K ﹤0.01% 2256
2017
Q1 		$63K Buy
3,048
+2,048
+205% +$45.3K ﹤0.01% 2310
2016
Q4 		$21K Sell
1,000
-150
-13% -$3.9K ﹤0.01% 3062
2016
Q3 		$38K Buy
1,150
+1,000
+667% +$30.5K ﹤0.01% 2584
2016
Q2 		$4K Hold
150
– – ﹤0.01% 3812
2016
Q1 		$4K Buy
+150
New +$3.47K ﹤0.01% 3740
2015
Q4 		– Sell
-598
Closed -$20K – 4684
2015
Q3 		$20K Buy
+598
New +$25.4K ﹤0.01% 2741
2015
Q2 		– Sell
-598
Closed -$17K – 3516
2015
Q1 		$17K Hold
598
– – ﹤0.01% 2856
2014
Q4 		$17K Hold
598
– – ﹤0.01% 2789
2014
Q3 		$8K Buy
+598
New +$9.04K ﹤0.01% 3097

Other funds holding ALDR

RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCMI
Foresite Capital Management III Larkspur, California $37.9M AUM 6.87% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return