Creative Planning
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Creative Planning’s Phio Pharmaceuticals PHIO Stock Holding History

Creative Planning’s Portfolio PHIO Stock Details PHIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Hold
0
– -$1K – 3197
2017
Q2 		– Hold
0
– – – 4475
2016
Q3 		– Hold
0
– – – 4694
2016
Q2 		– Hold
0
– – – 4467
2016
Q1 		– Hold
0
– – – 4468
2015
Q4 		– Hold
0
– – – 4530
2015
Q3 		– Hold
0
– – – 4338
2015
Q2 		– Hold
0
– – – 2469
2015
Q1 		– Hold
0
– – – 4354
2014
Q4 		– Hold
0
– – – 4300

Other funds holding PHIO

PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return