Creative Planning’s Biolase, Inc. BIOL Stock Holding History

Creative Planning’s Portfolio BIOL Stock Details BIOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1	Closed	-$6K	–	2194
2018 Q1	$6K	Buy	+1	New	+$5.62K	﹤0.01%	1956
2017 Q3	–	Hold	0	–	-$5K	–	3860
2017 Q2	–	Hold	0	–	–	–	4020
2017 Q1	–	Sell	-1	Closed	-$18.1K	–	4195
2016 Q4	$10K	Buy	+1	New	+$19.8K	﹤0.01%	3570
2016 Q3	–	Hold	0	–	–	–	4010
2016 Q2	–	Hold	0	–	–	–	3924
2016 Q1	–	Hold	0	–	–	–	4581
2015 Q4	–	Hold	0	–	–	–	4272
2015 Q3	–	Hold	0	–	–	–	4173
2015 Q2	–	Hold	0	–	-$1K	–	3162
2015 Q1	–	Hold	0	–	–	–	4093
2014 Q4	–	Hold	0	–	–	–	3866
2014 Q3	–	Hold	0	–	–	–	4190
2014 Q2	–	Hold	0	–	–	–	3997
2014 Q1	–	Hold	0	–	–	–	3785
2013 Q4	–	Hold	0	–	–	–	3504
2013 Q3	–	Hold	0	–	–	–	3384
2013 Q2	–	Hold	0	–	–	–	2565

Other funds holding BIOL

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

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

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

Birchview Capital Burlington, Vermont $176M AUM 95.04% 1-Year Est. Return

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PCM

Princeton Capital Management Red Bank, New Jersey $367M AUM 45.24% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Creative Planning's BIOL Position: Q2 2018 in Review

Creative Planning sold out of Biolase, Inc. (BIOL) in Q2 2018, closing a stake of 1 share — an estimated $6K sold.

Creative Planning first reported a position in BIOL in Q4 2016 and held it in 2 quarters. The position peaked at $10K in Q4 2016. 18 funds tracked by Wall St. Rank hold BIOL as of Q2 2018.

Creative Planning reported no remaining Biolase, Inc. position as of Q2 2018 after selling out during the quarter.
Creative Planning sold 1 Biolase, Inc. share in Q2 2018, an estimated $6K.
Creative Planning first reported a position in Biolase, Inc. in Q4 2016 and held it in 2 quarters.
Creative Planning's Biolase, Inc. position peaked at $10K in Q4 2016.
18 funds tracked by Wall St. Rank held Biolase, Inc. as of Q2 2018.

Based on Creative Planning's 13F filing for Q2 2018, filed 20 Jul 2018.