Creative Planning’s Cellular Biomedicine Group, Inc. CBMG Stock Holding History

Creative Planning’s Portfolio CBMG Stock Details CBMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-300	Closed	-$3K	–	4143
2017 Q2	$3K	Hold	300	–	–	﹤0.01%	4237
2017 Q1	$4K	Hold	300	–	–	﹤0.01%	4102
2016 Q4	$4K	Hold	300	–	–	﹤0.01%	4097
2016 Q3	$4K	Hold	300	–	–	﹤0.01%	4025
2016 Q2	$4K	Hold	300	–	–	﹤0.01%	3805
2016 Q1	$6K	Hold	300	–	–	﹤0.01%	3529
2015 Q4	$6K	Hold	300	–	–	﹤0.01%	3621
2015 Q3	$5K	Buy	+300	New	+$7.46K	﹤0.01%	3651

Other funds holding CBMG

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

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

ECM

Element Capital Management New York $1.05B AUM 5.05% 1-Year Est. Return

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Creative Planning's CBMG Position: Q3 2017 in Review

Creative Planning sold out of Cellular Biomedicine Group, Inc. (CBMG) in Q3 2017, closing a stake of 300 shares — an estimated $3K sold.

Creative Planning first reported a position in CBMG in Q3 2015 and held it in 8 quarters. The position peaked at $6K in Q1 2016. 20 funds tracked by Wall St. Rank hold CBMG as of Q3 2017.

Creative Planning reported no remaining Cellular Biomedicine Group, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 300 Cellular Biomedicine Group, Inc. shares in Q3 2017, an estimated $3K.
Creative Planning first reported a position in Cellular Biomedicine Group, Inc. in Q3 2015 and held it in 8 quarters.
Creative Planning's Cellular Biomedicine Group, Inc. position peaked at $6K in Q1 2016.
20 funds tracked by Wall St. Rank held Cellular Biomedicine Group, Inc. as of Q3 2017.

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