Creative Planning
KA

Creative Planning’s Kineta, Inc. Common Stock KA Stock Holding History

Creative Planning’s Portfolio KA Stock Details KA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-14
Closed -$9K – 3845
2017
Q2 		$9K Hold
14
– – ﹤0.01% 3705
2017
Q1 		$16K Hold
14
– – ﹤0.01% 3296
2016
Q4 		$25K Buy
+14
New +$22.8K ﹤0.01% 2938

Other funds holding KA

CAM
Cormorant Asset Management Boston, Massachusetts $1.95B AUM 773.9% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HIM
Hillhouse Investment Management Grand Cayman, Cayman Islands $3.13B AUM 7.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return

Creative Planning's KA Position: Q3 2017 in Review

Creative Planning sold out of Kineta, Inc. Common Stock (KA) in Q3 2017, closing a stake of 14 shares — an estimated $9K sold.

Creative Planning first reported a position in KA in Q4 2016 and held it in 3 quarters. The position peaked at $25K in Q4 2016. 39 funds tracked by Wall St. Rank hold KA as of Q3 2017.

  • Creative Planning reported no remaining Kineta, Inc. Common Stock position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 14 Kineta, Inc. Common Stock shares in Q3 2017, an estimated $9K.
  • Creative Planning first reported a position in Kineta, Inc. Common Stock in Q4 2016 and held it in 3 quarters.
  • Creative Planning's Kineta, Inc. Common Stock position peaked at $25K in Q4 2016.
  • 39 funds tracked by Wall St. Rank held Kineta, Inc. Common Stock as of Q3 2017.

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