Creative Planning
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Creative Planning’s Galmed Pharmaceuticals GLMD Stock Holding History

Creative Planning’s Portfolio GLMD Stock Details GLMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-6
Closed -$4K – 4752
2016
Q4 		$4K Buy
+6
New +$3.96K ﹤0.01% 4045

Other funds holding GLMD

6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $88.2M AUM 25.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

Creative Planning's GLMD Position: Q1 2017 in Review

Creative Planning sold out of Galmed Pharmaceuticals (GLMD) in Q1 2017, closing a stake of 6 shares — an estimated $4K sold.

Creative Planning first reported a position in GLMD in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 8 funds tracked by Wall St. Rank hold GLMD as of Q1 2017.

  • Creative Planning reported no remaining Galmed Pharmaceuticals position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 6 Galmed Pharmaceuticals shares in Q1 2017, an estimated $4K.
  • Creative Planning first reported a position in Galmed Pharmaceuticals in Q4 2016 and held it in 1 quarter.
  • Creative Planning's Galmed Pharmaceuticals position peaked at $4K in Q4 2016.
  • 8 funds tracked by Wall St. Rank held Galmed Pharmaceuticals as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.