Creative Planning’s Otonomy, Inc. OTIC Stock Holding History

Creative Planning’s Portfolio OTIC Stock Details OTIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-45,548	Closed	-$148K	–	2030
2017 Q3	$148K	Buy	45,548 +41,000	+901%	+$553K	﹤0.01%	1664
2017 Q2	$86K	Sell	4,548 -1,100	-19%	-$15.3K	﹤0.01%	2100
2017 Q1	$69K	Hold	5,648	–	–	﹤0.01%	2236
2016 Q4	$90K	Sell	5,648 -1,000	-15%	-$16.7K	﹤0.01%	1943
2016 Q3	$121K	Buy	6,648 +5,348	+411%	+$87.4K	﹤0.01%	1722
2016 Q2	$21K	Hold	1,300	–	–	﹤0.01%	2776
2016 Q1	$19K	Sell	1,300 -300	-19%	-$4.71K	﹤0.01%	2807
2015 Q4	$44K	Buy	1,600 +1,000	+167%	+$24.9K	﹤0.01%	2219
2015 Q3	$11K	Buy	+600	New	+$14.2K	﹤0.01%	3169
2015 Q2	–	Sell	-400	Closed	-$14K	–	3280
2015 Q1	$14K	Hold	400	–	–	﹤0.01%	2999
2014 Q4	$13K	Buy	400 +300	+300%	+$8.04K	﹤0.01%	2972
2014 Q3	$2K	Buy	+100	New	+$1.98K	﹤0.01%	3716

Other funds holding OTIC

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nexthera Capital New York $120M AUM 10.01% 1-Year Est. Return

Creative Planning's OTIC Position: Q4 2017 in Review

Creative Planning sold out of Otonomy, Inc. (OTIC) in Q4 2017, closing a stake of 45,548 shares — an estimated $148K sold.

Creative Planning first reported a position in OTIC in Q3 2014 and held it in 12 quarters. The position peaked at $148K in Q3 2017. 83 funds tracked by Wall St. Rank hold OTIC as of Q4 2017.

Creative Planning reported no remaining Otonomy, Inc. position as of Q4 2017 after selling out during the quarter.
Creative Planning sold 45,548 Otonomy, Inc. shares in Q4 2017, an estimated $148K.
Creative Planning first reported a position in Otonomy, Inc. in Q3 2014 and held it in 12 quarters.
Creative Planning's Otonomy, Inc. position peaked at $148K in Q3 2017.
83 funds tracked by Wall St. Rank held Otonomy, Inc. as of Q4 2017.

Based on Creative Planning's 13F filing for Q4 2017, filed 17 Jan 2018.