Creative Planning
ELGX

Creative Planning’s Endologix Inc ELGX Stock Holding History

Creative Planning’s Portfolio ELGX Stock Details ELGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-150
Closed -$7K – 4324
2017
Q2 		$7K Sell
150
-40
-21% -$2.36K ﹤0.01% 3867
2017
Q1 		$14K Sell
190
-200
-51% -$13.2K ﹤0.01% 3393
2016
Q4 		$22K Buy
390
+200
+105% +$18.3K ﹤0.01% 3027
2016
Q3 		$24K Hold
190
– – ﹤0.01% 2947
2016
Q2 		$24K Hold
190
– – ﹤0.01% 2677
2016
Q1 		$16K Buy
190
+70
+58% +$5.77K ﹤0.01% 2936
2015
Q4 		$12K Buy
+120
New +$12.9K ﹤0.01% 3218

Other funds holding ELGX

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 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
EWM
Essex Woodlands Management The Woodlands, Texas $251M AUM 13.72% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Creative Planning's ELGX Position: Q3 2017 in Review

Creative Planning sold out of Endologix Inc (ELGX) in Q3 2017, closing a stake of 150 shares — an estimated $7K sold.

Creative Planning first reported a position in ELGX in Q4 2015 and held it in 7 quarters. The position peaked at $24K in Q3 2016. 106 funds tracked by Wall St. Rank hold ELGX as of Q3 2017.

  • Creative Planning reported no remaining Endologix Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 150 Endologix Inc shares in Q3 2017, an estimated $7K.
  • Creative Planning first reported a position in Endologix Inc in Q4 2015 and held it in 7 quarters.
  • Creative Planning's Endologix Inc position peaked at $24K in Q3 2016.
  • 106 funds tracked by Wall St. Rank held Endologix Inc as of Q3 2017.

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