Creative Planning
CALA

Creative Planning’s Calithera Biosciences, Inc CALA Stock Holding History

Creative Planning’s Portfolio CALA Stock Details CALA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-76
Closed -$23K – 4033
2017
Q2 		$23K Buy
76
+68
+850% +$18.2K ﹤0.01% 3102
2017
Q1 		$2K Buy
+8
New +$1.38K ﹤0.01% 4348

Other funds holding CALA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AC
Ascend Capital Orinda, California $1.99B AUM 10.36% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Creative Planning's CALA Position: Q3 2017 in Review

Creative Planning sold out of Calithera Biosciences, Inc (CALA) in Q3 2017, closing a stake of 76 shares — an estimated $23K sold.

Creative Planning first reported a position in CALA in Q1 2017 and held it in 2 quarters. The position peaked at $23K in Q2 2017. 91 funds tracked by Wall St. Rank hold CALA as of Q3 2017.

  • Creative Planning reported no remaining Calithera Biosciences, Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 76 Calithera Biosciences, Inc shares in Q3 2017, an estimated $23K.
  • Creative Planning first reported a position in Calithera Biosciences, Inc in Q1 2017 and held it in 2 quarters.
  • Creative Planning's Calithera Biosciences, Inc position peaked at $23K in Q2 2017.
  • 91 funds tracked by Wall St. Rank held Calithera Biosciences, Inc as of Q3 2017.

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