Creative Planning’s ChemoCentryx, Inc. CCXI Stock Holding History

Creative Planning’s Portfolio CCXI Stock Details CCXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-7,500	Closed	-$70K	–	3998
2017 Q2	$70K	Hold	7,500	–	–	﹤0.01%	2255
2017 Q1	$55K	Hold	7,500	–	–	﹤0.01%	2415
2016 Q4	$56K	Buy	7,500 +500	+7%	+$3.6K	﹤0.01%	2306
2016 Q3	$42K	Hold	7,000	–	–	﹤0.01%	2510
2016 Q2	$31K	Sell	7,000 -11,170	-61%	-$41.9K	﹤0.01%	2478
2016 Q1	$45K	Sell	18,170 -2,000	-10%	-$7.28K	﹤0.01%	2182
2015 Q4	$163K	Buy	20,170 +12,000	+147%	+$84.9K	﹤0.01%	1328
2015 Q3	$49K	Buy	+8,170	New	+$59.1K	﹤0.01%	2059

Other funds holding CCXI

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's CCXI Position: Q3 2017 in Review

Creative Planning sold out of ChemoCentryx, Inc. (CCXI) in Q3 2017, closing a stake of 7,500 shares — an estimated $70K sold.

Creative Planning first reported a position in CCXI in Q3 2015 and held it in 8 quarters. The position peaked at $163K in Q4 2015. 86 funds tracked by Wall St. Rank hold CCXI as of Q3 2017.

Creative Planning reported no remaining ChemoCentryx, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 7,500 ChemoCentryx, Inc. shares in Q3 2017, an estimated $70K.
Creative Planning first reported a position in ChemoCentryx, Inc. in Q3 2015 and held it in 8 quarters.
Creative Planning's ChemoCentryx, Inc. position peaked at $163K in Q4 2015.
86 funds tracked by Wall St. Rank held ChemoCentryx, Inc. as of Q3 2017.

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