Creative Planning’s NeuBase Therapeutics, Inc. Common Stock NBSE Stock Holding History

Creative Planning’s Portfolio NBSE Stock Details NBSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,308	Closed	-$104K	–	2145
2019 Q1	$104K	Buy	2,308 +2,138	+1,258%	+$102K	﹤0.01%	1707
2018 Q4	$6K	Sell	170 -8	-4%	-$579	﹤0.01%	1863
2018 Q3	$13K	Buy	178 +13	+8%	+$980	﹤0.01%	1977
2018 Q2	$13K	Hold	165	–	–	﹤0.01%	1939
2018 Q1	$15K	Buy	165 +10	+6%	+$1.49K	﹤0.01%	1912
2017 Q4	$115K	Buy	155 +2	+1%	+$772	﹤0.01%	1707
2017 Q3	$44K	Buy	153 +8	+6%	+$2.18K	﹤0.01%	1787
2017 Q2	$37K	Buy	145 +116	+400%	+$31.2K	﹤0.01%	2763
2017 Q1	$10K	Hold	29	–	–	﹤0.01%	3611
2016 Q4	$17K	Hold	29	–	–	﹤0.01%	3189
2016 Q3	$33K	Hold	29	–	–	﹤0.01%	2679
2016 Q2	$32K	Buy	29 +14	+93%	+$17.6K	﹤0.01%	2449
2016 Q1	$20K	Sell	15 -13	-46%	-$18.5K	﹤0.01%	2766
2015 Q4	$68K	Buy	28 +13	+87%	+$20K	﹤0.01%	1876
2015 Q3	$17K	Buy	+15	New	+$17.4K	﹤0.01%	2868
2015 Q2	–	Hold	0	–	–	–	3172
2015 Q1	–	Hold	0	–	–	–	4449
2014 Q4	–	Hold	0	–	–	–	4024
2014 Q3	–	Sell	-4	Closed	-$14K	–	4191
2014 Q2	$14K	Buy	+4	New	+$15.1K	﹤0.01%	2712

Other funds holding NBSE

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

Creative Planning's NBSE Position: Q2 2019 in Review

Creative Planning sold out of NeuBase Therapeutics, Inc. Common Stock (NBSE) in Q2 2019, closing a stake of 2,308 shares — an estimated $104K sold.

Creative Planning first reported a position in NBSE in Q2 2014 and held it in 16 quarters. The position peaked at $115K in Q4 2017. 13 funds tracked by Wall St. Rank hold NBSE as of Q2 2019.

Creative Planning reported no remaining NeuBase Therapeutics, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
Creative Planning sold 2,308 NeuBase Therapeutics, Inc. Common Stock shares in Q2 2019, an estimated $104K.
Creative Planning first reported a position in NeuBase Therapeutics, Inc. Common Stock in Q2 2014 and held it in 16 quarters.
Creative Planning's NeuBase Therapeutics, Inc. Common Stock position peaked at $115K in Q4 2017.
13 funds tracked by Wall St. Rank held NeuBase Therapeutics, Inc. Common Stock as of Q2 2019.

Based on Creative Planning's 13F filing for Q2 2019, filed 26 Jul 2019.