Creative Planning
ETRM

Creative Planning’s EnteroMedics Inc. ETRM Stock Holding History

Creative Planning’s Portfolio ETRM Stock Details ETRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,010
Closed -$5K – 4768
2017
Q2 		$5K Hold
1,010
– – ﹤0.01% 4057
2017
Q1 		$6K Buy
1,010
+939
+1,323% +$6.94K ﹤0.01% 3928
2016
Q4 		$0 Buy
71
+61
+610% +$320 ﹤0.01% 5153
2016
Q3 		$0 Buy
+10
New +$136 ﹤0.01% 5004
2015
Q2 		– Sell
-1
Closed -$1K – 4315
2015
Q1 		$1K Hold
1
– – ﹤0.01% 4184
2014
Q4 		$1K Hold
1
– – ﹤0.01% 4125
2014
Q3 		$1K Sell
1
-2
-67% -$2.93K ﹤0.01% 3976
2014
Q2 		$5K Buy
+3
New +$5.61K ﹤0.01% 3283

Other funds holding ETRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Creative Planning's ETRM Position: Q3 2017 in Review

Creative Planning sold out of EnteroMedics Inc. (ETRM) in Q3 2017, closing a stake of 1,010 shares — an estimated $5K sold.

Creative Planning first reported a position in ETRM in Q2 2014 and held it in 8 quarters. The position peaked at $6K in Q1 2017. 14 funds tracked by Wall St. Rank hold ETRM as of Q3 2017.

  • Creative Planning reported no remaining EnteroMedics Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,010 EnteroMedics Inc. shares in Q3 2017, an estimated $5K.
  • Creative Planning first reported a position in EnteroMedics Inc. in Q2 2014 and held it in 8 quarters.
  • Creative Planning's EnteroMedics Inc. position peaked at $6K in Q1 2017.
  • 14 funds tracked by Wall St. Rank held EnteroMedics Inc. as of Q3 2017.

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