Creative Planning
ECYT

Creative Planning’s Endocyte, Inc. Common Stock ECYT Stock Holding History

Creative Planning’s Portfolio ECYT Stock Details ECYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-8,000
Closed -$34K – 4045
2014
Q1 		$34K Buy
+8,000
New +$116K ﹤0.01% 2066

Other funds holding ECYT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's ECYT Position: Q3 2017 in Review

Creative Planning sold out of Endocyte, Inc. Common Stock (ECYT) in Q3 2017, closing a stake of 2,000 shares — an estimated $3K sold.

Creative Planning first reported a position in ECYT in Q2 2013 and held it in 13 quarters. The position peaked at $1.17M in Q1 2014. 63 funds tracked by Wall St. Rank hold ECYT as of Q3 2017.

  • Creative Planning reported no remaining Endocyte, Inc. Common Stock position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,000 Endocyte, Inc. Common Stock shares in Q3 2017, an estimated $3K.
  • Creative Planning first reported a position in Endocyte, Inc. Common Stock in Q2 2013 and held it in 13 quarters.
  • Creative Planning's Endocyte, Inc. Common Stock position peaked at $1.17M in Q1 2014.
  • 63 funds tracked by Wall St. Rank held Endocyte, Inc. Common Stock as of Q3 2017.

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