Creative Planning’s Dare Bioscience DARE Stock Holding History

Creative Planning’s Portfolio DARE Stock Details DARE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-42	Closed	-$2K	–	2299
2017 Q2	$2K	Buy	42 +41	+4,100%	+$2.38K	﹤0.01%	4288
2017 Q1	$0	Sell	1 -17	-94%	-$2.45K	﹤0.01%	4692
2016 Q4	$1K	Buy	+18	New	+$1.72K	﹤0.01%	4409
2015 Q3	–	Sell	-86	Closed	-$47K	–	4302
2015 Q2	$47K	Buy	+86	New	+$59.1K	﹤0.01%	1038

Other funds holding DARE

PVMCV

Polaris Venture Management Co V Boston, Massachusetts $14.1M AUM 121.41% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

AWA

Artemis Wealth Advisors New York $662M AUM 39.67% 1-Year Est. Return

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

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

Creative Planning's DARE Position: Q3 2017 in Review

Creative Planning sold out of Dare Bioscience (DARE) in Q3 2017, closing a stake of 42 shares — an estimated $2K sold.

Creative Planning first reported a position in DARE in Q2 2015 and held it in 4 quarters. The position peaked at $47K in Q2 2015. 13 funds tracked by Wall St. Rank hold DARE as of Q3 2017.

Creative Planning reported no remaining Dare Bioscience position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 42 Dare Bioscience shares in Q3 2017, an estimated $2K.
Creative Planning first reported a position in Dare Bioscience in Q2 2015 and held it in 4 quarters.
Creative Planning's Dare Bioscience position peaked at $47K in Q2 2015.
13 funds tracked by Wall St. Rank held Dare Bioscience as of Q3 2017.

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