Creative Planning
OCRX

Creative Planning’s Ocera Therapeutics, Inc. OCRX Stock Holding History

Creative Planning’s Portfolio OCRX Stock Details OCRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,500
Closed -$3K – 5079
2016
Q4 		$3K Buy
+1,500
New +$3.5K ﹤0.01% 4215

Other funds holding OCRX

PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
VMI
VHCP Management II New York $379M AUM 421.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HP
Hikari Power Tokyo, Japan $1.15B AUM 5.31% 1-Year Est. Return
ECM
Endurant Capital Management San Mateo, California $17.4M AUM 7.38% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's OCRX Position: Q1 2017 in Review

Creative Planning sold out of Ocera Therapeutics, Inc. (OCRX) in Q1 2017, closing a stake of 1,500 shares — an estimated $3K sold.

Creative Planning first reported a position in OCRX in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 26 funds tracked by Wall St. Rank hold OCRX as of Q1 2017.

  • Creative Planning reported no remaining Ocera Therapeutics, Inc. position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 1,500 Ocera Therapeutics, Inc. shares in Q1 2017, an estimated $3K.
  • Creative Planning first reported a position in Ocera Therapeutics, Inc. in Q4 2016 and held it in 1 quarter.
  • Creative Planning's Ocera Therapeutics, Inc. position peaked at $3K in Q4 2016.
  • 26 funds tracked by Wall St. Rank held Ocera Therapeutics, Inc. as of Q1 2017.

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