Creative Planning
CLSD

Creative Planning’s Clearside Biomedical CLSD Stock Holding History

Creative Planning’s Portfolio CLSD Stock Details CLSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-67
Closed -$9K – 2208
2017
Q2 		$9K Hold
67
– – ﹤0.01% 3676
2017
Q1 		$8K Buy
+67
New +$7.91K ﹤0.01% 3706

Other funds holding CLSD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
HIM
Hillhouse Investment Management Grand Cayman, Cayman Islands $3.13B AUM 7.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $630M AUM 108.65% 1-Year Est. Return

Creative Planning's CLSD Position: Q3 2017 in Review

Creative Planning sold out of Clearside Biomedical (CLSD) in Q3 2017, closing a stake of 67 shares — an estimated $9K sold.

Creative Planning first reported a position in CLSD in Q1 2017 and held it in 2 quarters. The position peaked at $9K in Q2 2017. 50 funds tracked by Wall St. Rank hold CLSD as of Q3 2017.

  • Creative Planning reported no remaining Clearside Biomedical position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 67 Clearside Biomedical shares in Q3 2017, an estimated $9K.
  • Creative Planning first reported a position in Clearside Biomedical in Q1 2017 and held it in 2 quarters.
  • Creative Planning's Clearside Biomedical position peaked at $9K in Q2 2017.
  • 50 funds tracked by Wall St. Rank held Clearside Biomedical as of Q3 2017.

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