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

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Two Sigma Securities
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return