Creative Planning
OCAT

Creative Planning’s OCATA THERAPEUTICS, INC. COMMON STOCK OCAT Stock Holding History

Creative Planning’s Portfolio OCAT Stock Details OCAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-106
Closed -$1K – 4774
2015
Q4 		$1K Sell
106
-2,149
-95% -$14.4K ﹤0.01% 4355
2015
Q3 		$9K Buy
+2,255
New +$9.85K ﹤0.01% 3309
2015
Q2 		– Sell
-1,666
Closed -$10K – 3930
2015
Q1 		$10K Buy
+1,666
New +$10.7K ﹤0.01% 3228

Creative Planning's OCAT Position: Q1 2016 in Review

Creative Planning sold out of OCATA THERAPEUTICS, INC. COMMON STOCK (OCAT) in Q1 2016, closing a stake of 106 shares — an estimated $1K sold.

Creative Planning first reported a position in OCAT in Q1 2015 and held it in 3 quarters. The position peaked at $10K in Q1 2015. 1 fund tracked by Wall St. Rank holds OCAT as of Q1 2016.

  • Creative Planning reported no remaining OCATA THERAPEUTICS, INC. COMMON STOCK position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 106 OCATA THERAPEUTICS, INC. COMMON STOCK shares in Q1 2016, an estimated $1K.
  • Creative Planning first reported a position in OCATA THERAPEUTICS, INC. COMMON STOCK in Q1 2015 and held it in 3 quarters.
  • Creative Planning's OCATA THERAPEUTICS, INC. COMMON STOCK position peaked at $10K in Q1 2015.
  • 1 fund tracked by Wall St. Rank held OCATA THERAPEUTICS, INC. COMMON STOCK as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.