Creative Planning

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	–	2031
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	–	3282
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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Manhattan

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Renaissance Technologies

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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