Creative Planning
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Creative Planning’s Edesa Biotech EDSA Stock Holding History

Creative Planning’s Portfolio EDSA Stock Details EDSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2
Closed -$1K – 2374
2017
Q2 		$1K Sell
2
-5
-71% -$1.89K ﹤0.01% 4424
2017
Q1 		$3K Hold
7
– – ﹤0.01% 4146
2016
Q4 		$4K Buy
7
+1
+17% +$616 ﹤0.01% 4037
2016
Q3 		$4K Hold
6
– – ﹤0.01% 3963
2016
Q2 		$7K Hold
6
– – ﹤0.01% 3451
2016
Q1 		$9K Hold
6
– – ﹤0.01% 3276
2015
Q4 		$12K Buy
+6
New +$13.9K ﹤0.01% 3176

Other funds holding EDSA

AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Creative Planning's EDSA Position: Q3 2017 in Review

Creative Planning sold out of Edesa Biotech (EDSA) in Q3 2017, closing a stake of 2 shares — an estimated $1K sold.

Creative Planning first reported a position in EDSA in Q4 2015 and held it in 7 quarters. The position peaked at $12K in Q4 2015. 9 funds tracked by Wall St. Rank hold EDSA as of Q3 2017.

  • Creative Planning reported no remaining Edesa Biotech position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2 Edesa Biotech shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in Edesa Biotech in Q4 2015 and held it in 7 quarters.
  • Creative Planning's Edesa Biotech position peaked at $12K in Q4 2015.
  • 9 funds tracked by Wall St. Rank held Edesa Biotech as of Q3 2017.

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