Creative Planning’s Northwest Biotherapeutics, Inc. Common stock NWBO Stock Holding History

Creative Planning’s Portfolio NWBO Stock Details NWBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-413,500	Closed	-$224K	–	5133
2016 Q3	$224K	Buy	413,500 +209,100	+102%	+$95.6K	﹤0.01%	1341
2016 Q2	$119K	Buy	204,400 +52,400	+34%	+$55.9K	﹤0.01%	1562
2016 Q1	$222K	Buy	152,000 +11,000	+8%	+$21.7K	﹤0.01%	1161
2015 Q4	$451K	Buy	141,000 +9,400	+7%	+$45.2K	﹤0.01%	814
2015 Q3	$823K	Buy	131,600 +4,600	+4%	+$43K	0.01%	539
2015 Q2	$1.26M	Buy	127,000 +2,000	+2%	+$17.5K	0.01%	408
2015 Q1	$921K	Buy	125,000 +3,500	+3%	+$23.6K	0.01%	496
2014 Q4	$650K	Buy	121,500 +19,500	+19%	+$99.8K	0.01%	596
2014 Q3	$513K	Buy	+102,000	New	+$627K	0.01%	649

Other funds holding NWBO

WIM

Woodford Investment Management London, United Kingdom $310M AUM 17.41% 1-Year Est. Return

CDH

Charles D. Hyman $1.79B AUM 17.18% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Biegel & Waller Columbia, Maryland $179M AUM 1.6% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Creative Planning's NWBO Position: Q4 2016 in Review

Creative Planning sold out of Northwest Biotherapeutics, Inc. Common stock (NWBO) in Q4 2016, closing a stake of 413,500 shares — an estimated $224K sold.

Creative Planning first reported a position in NWBO in Q3 2014 and held it in 9 quarters. The position peaked at $1.26M in Q2 2015. 8 funds tracked by Wall St. Rank hold NWBO as of Q4 2016.

Creative Planning reported no remaining Northwest Biotherapeutics, Inc. Common stock position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 413,500 Northwest Biotherapeutics, Inc. Common stock shares in Q4 2016, an estimated $224K.
Creative Planning first reported a position in Northwest Biotherapeutics, Inc. Common stock in Q3 2014 and held it in 9 quarters.
Creative Planning's Northwest Biotherapeutics, Inc. Common stock position peaked at $1.26M in Q2 2015.
8 funds tracked by Wall St. Rank held Northwest Biotherapeutics, Inc. Common stock as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.