Creative Planning
CFRX

Creative Planning’s ContraFect Corporation CFRX Stock Holding History

Creative Planning’s Portfolio CFRX Stock Details CFRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6
Closed -$7K – 4240
2017
Q2 		$7K Hold
6
– – ﹤0.01% 3863
2017
Q1 		$9K Hold
6
– – ﹤0.01% 3684
2016
Q4 		$9K Hold
6
– – ﹤0.01% 3649
2016
Q3 		$12K Hold
6
– – ﹤0.01% 3429
2016
Q2 		$14K Sell
6
-1
-14% -$2.54K ﹤0.01% 3046
2016
Q1 		$19K Buy
7
+1
+17% +$2.83K ﹤0.01% 2808
2015
Q4 		$24K Buy
6
+3
+100% +$10K ﹤0.01% 2723
2015
Q3 		$9K Buy
+3
New +$11.8K ﹤0.01% 3294

Other funds holding CFRX

FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
BC
Broadfin Capital New York $747M AUM 100.56% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Creative Planning's CFRX Position: Q3 2017 in Review

Creative Planning sold out of ContraFect Corporation (CFRX) in Q3 2017, closing a stake of 6 shares — an estimated $7K sold.

Creative Planning first reported a position in CFRX in Q3 2015 and held it in 8 quarters. The position peaked at $24K in Q4 2015. 38 funds tracked by Wall St. Rank hold CFRX as of Q3 2017.

  • Creative Planning reported no remaining ContraFect Corporation position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 6 ContraFect Corporation shares in Q3 2017, an estimated $7K.
  • Creative Planning first reported a position in ContraFect Corporation in Q3 2015 and held it in 8 quarters.
  • Creative Planning's ContraFect Corporation position peaked at $24K in Q4 2015.
  • 38 funds tracked by Wall St. Rank held ContraFect Corporation as of Q3 2017.

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