Creative Planning
ESMC

Creative Planning’s Escalon Medical Corp ESMC Stock Holding History

Creative Planning’s Portfolio ESMC Stock Details ESMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-300
Closed – – 4724
2015
Q4 		$0 Buy
+300
New +$328 ﹤0.01% 4751

Other funds holding ESMC

SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Creative Planning's ESMC Position: Q1 2016 in Review

Creative Planning sold out of Escalon Medical Corp (ESMC) in Q1 2016, closing a stake of 300 shares.

Creative Planning first reported a position in ESMC in Q4 2015 and held it in 1 quarter. The position peaked at $0 in Q4 2015. 15 funds tracked by Wall St. Rank hold ESMC as of Q1 2016.

  • Creative Planning reported no remaining Escalon Medical Corp position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 300 Escalon Medical Corp shares in Q1 2016.
  • Creative Planning first reported a position in Escalon Medical Corp in Q4 2015 and held it in 1 quarter.
  • Creative Planning's Escalon Medical Corp position peaked at $0 in Q4 2015.
  • 15 funds tracked by Wall St. Rank held Escalon Medical Corp as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.