Creative Planning’s Alterity Therapeutics ATHE Stock Holding History

Creative Planning’s Portfolio ATHE Stock Details ATHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-25	Closed	-$2K	–	1226
2015 Q1	$2K	Hold	25	–	–	﹤0.01%	3842
2014 Q4	$2K	Sell	25 -67	-73%	-$7.24K	﹤0.01%	3790
2014 Q3	$12K	Buy	+92	New	+$12.3K	﹤0.01%	2831
2014 Q1	–	Sell	-13	Closed	-$6K	–	3622
2013 Q4	$6K	Sell	13 -29	-69%	-$8.68K	﹤0.01%	2757
2013 Q3	$10K	Buy	42 +34	+425%	+$7.8K	﹤0.01%	2450
2013 Q2	$1K	Buy	+8	New	+$1.09K	﹤0.01%	2923

Other funds holding ATHE

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

GBA

Garrison Bradford & Associates New York $88.4M AUM 15.86% 1-Year Est. Return

CAM

Columbia Asset Management Ann Arbor, Michigan $575M AUM 29.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

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

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

AIM

Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Creative Planning's ATHE Position: Q2 2015 in Review

Creative Planning sold out of Alterity Therapeutics (ATHE) in Q2 2015, closing a stake of 25 shares — an estimated $2K sold.

Creative Planning first reported a position in ATHE in Q2 2013 and held it in 6 quarters. The position peaked at $12K in Q3 2014. 21 funds tracked by Wall St. Rank hold ATHE as of Q2 2015.

Creative Planning reported no remaining Alterity Therapeutics position as of Q2 2015 after selling out during the quarter.
Creative Planning sold 25 Alterity Therapeutics shares in Q2 2015, an estimated $2K.
Creative Planning first reported a position in Alterity Therapeutics in Q2 2013 and held it in 6 quarters.
Creative Planning's Alterity Therapeutics position peaked at $12K in Q3 2014.
21 funds tracked by Wall St. Rank held Alterity Therapeutics as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.