Creative Planning’s Aralez Pharmaceuticals Inc. ARLZ Stock Holding History

Creative Planning’s Portfolio ARLZ Stock Details ARLZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-17,794	Closed	-$24K	–	4697
2017 Q2	$24K	Buy	17,794 +1	+0%	+$1	﹤0.01%	3074
2017 Q1	$38K	Buy	17,793 +1,200	+7%	+$4.51K	﹤0.01%	2682
2016 Q4	$73K	Buy	16,593 +300	+2%	+$1.42K	﹤0.01%	2084
2016 Q3	$79K	Sell	16,293 -1,000	-6%	-$4.56K	﹤0.01%	2014
2016 Q2	$57K	Buy	17,293 +1,868	+12%	+$7.05K	﹤0.01%	2055
2016 Q1	$55K	Buy	+15,425	New	+$79.5K	﹤0.01%	2037

Other funds holding ARLZ

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JAM

JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

BAS

Brown Advisory Securities Baltimore, Maryland $27.3M AUM 10.67% 1-Year Est. Return

Creative Planning's ARLZ Position: Q3 2017 in Review

Creative Planning sold out of Aralez Pharmaceuticals Inc. (ARLZ) in Q3 2017, closing a stake of 17,794 shares — an estimated $24K sold.

Creative Planning first reported a position in ARLZ in Q1 2016 and held it in 6 quarters. The position peaked at $79K in Q3 2016. 59 funds tracked by Wall St. Rank hold ARLZ as of Q3 2017.

Creative Planning reported no remaining Aralez Pharmaceuticals Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 17,794 Aralez Pharmaceuticals Inc. shares in Q3 2017, an estimated $24K.
Creative Planning first reported a position in Aralez Pharmaceuticals Inc. in Q1 2016 and held it in 6 quarters.
Creative Planning's Aralez Pharmaceuticals Inc. position peaked at $79K in Q3 2016.
59 funds tracked by Wall St. Rank held Aralez Pharmaceuticals Inc. as of Q3 2017.

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