Creative Planning
GENE

Creative Planning’s Genetic Technologies Ltd. GENE Stock Holding History

Creative Planning’s Portfolio GENE Stock Details GENE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-10
Closed – – 3868
2017
Q2 		$0 Hold
10
– – ﹤0.01% 4886
2017
Q1 		$0 Hold
10
– – ﹤0.01% 4961
2016
Q4 		$0 Buy
+10
New +$277 ﹤0.01% 4895
2016
Q2 		– Sell
-25
Closed -$1K – 4565
2016
Q1 		$1K Hold
25
– – ﹤0.01% 4195
2015
Q4 		$1K Sell
25
-355
-93% -$17.9K ﹤0.01% 4273
2015
Q3 		$14K Buy
+380
New +$20.4K ﹤0.01% 3007
2015
Q2 		– Sell
-43
Closed -$4K – 3171
2015
Q1 		$4K Buy
+43
New +$3.52K ﹤0.01% 3669

Other funds holding GENE

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RE
RBC Europe London, United Kingdom $2.08B AUM 12.2% 1-Year Est. Return

Creative Planning's GENE Position: Q3 2017 in Review

Creative Planning sold out of Genetic Technologies Ltd. (GENE) in Q3 2017, closing a stake of 10 shares.

Creative Planning first reported a position in GENE in Q1 2015 and held it in 7 quarters. The position peaked at $14K in Q3 2015. 10 funds tracked by Wall St. Rank hold GENE as of Q3 2017.

  • Creative Planning reported no remaining Genetic Technologies Ltd. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 10 Genetic Technologies Ltd. shares in Q3 2017.
  • Creative Planning first reported a position in Genetic Technologies Ltd. in Q1 2015 and held it in 7 quarters.
  • Creative Planning's Genetic Technologies Ltd. position peaked at $14K in Q3 2015.
  • 10 funds tracked by Wall St. Rank held Genetic Technologies Ltd. as of Q3 2017.

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