Creative Planning
CRIS icon

Creative Planning’s Curis CRIS Stock Holding History

Creative Planning’s Portfolio CRIS Stock Details CRIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-11
Closed -$14K – 2078
2018
Q1 		$14K Hold
11
– – ﹤0.01% 1913
2017
Q4 		$15K Sell
11
-2
-15% -$4.71K ﹤0.01% 1868
2017
Q3 		$39K Sell
13
-1
-7% -$3.7K ﹤0.01% 1799
2017
Q2 		$53K Sell
14
-4
-22% -$16.7K ﹤0.01% 2463
2017
Q1 		$98K Buy
18
+1
+6% +$5.56K ﹤0.01% 1975
2016
Q4 		$102K Buy
17
+3
+21% +$18K ﹤0.01% 1847
2016
Q3 		$73K Sell
14
-1
-7% -$3.67K ﹤0.01% 2069
2016
Q2 		$47K Buy
15
+3
+25% +$10.7K ﹤0.01% 2168
2016
Q1 		$37K Hold
12
– – ﹤0.01% 2304
2015
Q4 		$67K Buy
12
+11
+1,100% +$53.7K ﹤0.01% 1879
2015
Q3 		$2K Buy
+1
New +$5.66K ﹤0.01% 3921
2015
Q2 		– Sell
-1
Closed -$2K – 1472
2015
Q1 		$2K Buy
+1
New +$4.83K ﹤0.01% 3854
2014
Q4 		– Hold
0
– – – 4174
2014
Q3 		– Hold
0
– – – 4012
2014
Q2 		– Hold
0
– – – 3801
2014
Q1 		– Hold
0
– – – 3645
2013
Q4 		– Hold
0
– – – 3199

Other funds holding CRIS

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
Arnhold LLC New York $1.36B AUM 53.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Creative Planning's CRIS Position: Q2 2018 in Review

Creative Planning sold out of Curis (CRIS) in Q2 2018, closing a stake of 11 shares — an estimated $14K sold.

Creative Planning first reported a position in CRIS in Q1 2015 and held it in 12 quarters. The position peaked at $102K in Q4 2016. 57 funds tracked by Wall St. Rank hold CRIS as of Q2 2018.

  • Creative Planning reported no remaining Curis position as of Q2 2018 after selling out during the quarter.
  • Creative Planning sold 11 Curis shares in Q2 2018, an estimated $14K.
  • Creative Planning first reported a position in Curis in Q1 2015 and held it in 12 quarters.
  • Creative Planning's Curis position peaked at $102K in Q4 2016.
  • 57 funds tracked by Wall St. Rank held Curis as of Q2 2018.

Based on Creative Planning's 13F filing for Q2 2018, filed 20 Jul 2018.