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

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FCMI

Foresite Capital Management III Larkspur, California $37.9M AUM 6.87% 1-Year Est. Return

BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Creative Planning's ALDR Position: Q3 2017 in Review

Creative Planning sold out of Alder Biopharmaceuticals (ALDR) in Q3 2017, closing a stake of 6,144 shares — an estimated $70K sold.

Creative Planning first reported a position in ALDR in Q3 2014 and held it in 10 quarters. The position peaked at $70K in Q2 2017. 132 funds tracked by Wall St. Rank hold ALDR as of Q3 2017.

Creative Planning reported no remaining Alder Biopharmaceuticals position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 6,144 Alder Biopharmaceuticals shares in Q3 2017, an estimated $70K.
Creative Planning first reported a position in Alder Biopharmaceuticals in Q3 2014 and held it in 10 quarters.
Creative Planning's Alder Biopharmaceuticals position peaked at $70K in Q2 2017.
132 funds tracked by Wall St. Rank held Alder Biopharmaceuticals as of Q3 2017.

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